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 | $197,900 | $180,449+9.7% | $154,107+28.4% | $135,375+46.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -11.65% | 888.09%-899.7pp | 735.12%-746.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $4,856 | $6,035-19.5% | $5,298-8.3% | $4,779+1.6% |
| Participant deferral / active EE | $3,050 | $5,806-47.5% | $5,081-40.0% | $5,609-45.6% |
| Admin fee / account holder | $2,599 | $16,143-83.9% | $13,411-80.6% | $10,827-76.0% |