See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,027 | $202,318-4.1% | $172,739+12.3% | $152,861+26.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.87% | 1029.65%-1023.8pp | 802.84%-797.0pp | 345.32%-339.5pp |
| Employer contribution / active EE | $3,274 | $5,856-44.1% | $5,143-36.3% | $4,762-31.3% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,850+184.9% |
| Admin fee / account holder | $2,616 | $17,109-84.7% | $13,954-81.3% | $11,596-77.4% |