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 | $197,541 | $65,561+201.3% | $86,188+129.2% | $75,163+162.8% |
| Participation rate | 78.7% | 60.5%+18.2pp | 69.0%+9.7pp | 67.2%+11.5pp |
| Annual return | -9.71% | 46.05%-55.8pp | 1168.45%-1178.2pp | 160.62%-170.3pp |
| Employer contribution / active EE | $5,548 | $1,553+257.3% | $2,380+133.1% | $2,670+107.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $19,463 | $5,474+255.6% | $6,852+184.1% | $5,651+244.4% |