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 | $135,193 | $81,632+65.6% | $70,449+91.9% | $158,922-14.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.44% | 208.40%-207.0pp | 109.03%-107.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $16,211 | $3,217+403.9% | $2,737+492.4% | $4,761+240.5% |
| Participant deferral / active EE | $1,561 | $4,554-65.7% | $3,709-57.9% | $5,982-73.9% |
| Admin fee / account holder | $867 | $6,193-86.0% | $3,845-77.5% | $11,246-92.3% |