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 | $129,194 | $107,934+19.7% | $91,989+40.4% | $152,861-15.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.10% | 89.24%-89.1pp | 69.02%-68.9pp | 345.32%-345.2pp |
| Employer contribution / active EE | $2,038 | $4,210-51.6% | $3,452-41.0% | $4,762-57.2% |
| Participant deferral / active EE | $2,522 | $6,364-60.4% | $5,923-57.4% | $5,850-56.9% |
| Admin fee / account holder | $8,723 | $10,520-17.1% | $7,743+12.7% | $11,596-24.8% |