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 | $210,365 | $109,327+92.4% | $89,391+135.3% | $158,922+32.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -2.33% | 345.68%-348.0pp | 245.62%-247.9pp | 302.83%-305.2pp |
| Employer contribution / active EE | $1,791 | $3,170-43.5% | $2,586-30.7% | $4,761-62.4% |
| Participant deferral / active EE | $8,333 | $4,598+81.2% | $3,890+114.2% | $5,982+39.3% |
| Admin fee / account holder | $4,619 | $6,153-24.9% | $4,881-5.4% | $11,246-58.9% |