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 | $118,703 | $112,096+5.9% | $95,952+23.7% | $158,922-25.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.53% | 171.09%-169.6pp | 91.61%-90.1pp | 302.83%-301.3pp |
| Employer contribution / active EE | $6,437 | $3,198+101.3% | $2,541+153.3% | $4,761+35.2% |
| Participant deferral / active EE | $2,706 | $4,784-43.4% | $4,167-35.1% | $5,982-54.8% |
| Admin fee / account holder | $126,615 | $10,130+1149.9% | $6,795+1763.3% | $11,246+1025.9% |