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 | $212,924 | $174,896+21.7% | $125,339+69.9% | - |
| Participation rate | 99.0% | 70.4%+28.6pp | 82.4%+16.6pp | - |
| Annual return | -19.58% | -12.90%-6.7pp | 572.05%-591.6pp | - |
| Employer contribution / active EE | $2,825 | $3,570-20.9% | $4,814-41.3% | - |
| Participant deferral / active EE | $9,040 | $6,354+42.3% | $7,446+21.4% | - |
| Admin fee / account holder | $5,123 | $56,117-90.9% | $10,010-48.8% | - |