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 | $240,831 | $150,187+60.4% | $120,354+100.1% | $145,922+65.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.35% | 154.07%-150.7pp | 107.15%-103.8pp | 561.29%-557.9pp |
| Employer contribution / active EE | $6,900 | $4,348+58.7% | $3,463+99.3% | $4,660+48.1% |
| Participant deferral / active EE | $2,692 | $6,173-56.4% | $4,991-46.1% | $6,688-59.7% |
| Admin fee / account holder | $45,024 | $12,207+268.8% | $9,423+377.8% | $13,397+236.1% |