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 | $163,137 | $114,047+43.0% | $96,139+69.7% | $167,490-2.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 2.01% | 189.88%-187.9pp | 191.94%-189.9pp | 478.56%-476.5pp |
| Employer contribution / active EE | $20,030 | $3,427+484.5% | $2,797+616.2% | $4,837+314.1% |
| Participant deferral / active EE | $10,894 | $5,194+109.8% | $4,349+150.5% | $6,341+71.8% |
| Admin fee / account holder | $4,546 | $6,897-34.1% | $5,537-17.9% | $12,309-63.1% |