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 | $201,536 | $138,044+46.0% | $125,339+60.8% | $134,475+49.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.62% | 750.33%-775.9pp | 572.05%-597.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $53,259 | $5,243+915.7% | $4,814+1006.4% | $4,740+1023.7% |
| Participant deferral / active EE | $22,366 | $7,799+186.8% | $7,446+200.4% | $6,400+249.5% |
| Admin fee / account holder | $2,195 | $11,571-81.0% | $10,010-78.1% | $11,426-80.8% |