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 | $213,828 | $183,963+16.2% | $162,163+31.9% | $152,861+39.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -11.41% | 150.76%-162.2pp | 115.59%-127.0pp | 345.32%-356.7pp |
| Employer contribution / active EE | $7,807 | $6,371+22.5% | $5,614+39.1% | $4,762+63.9% |
| Participant deferral / active EE | $6,755 | $8,034-15.9% | $7,298-7.4% | $5,850+15.5% |
| Admin fee / account holder | $25,109 | $13,121+91.4% | $10,843+131.6% | $11,596+116.5% |