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 | $199,130 | $138,065+44.2% | $123,544+61.2% | $135,375+47.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.78% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $3,196 | $5,151-38.0% | $4,628-30.9% | $4,779-33.1% |
| Participant deferral / active EE | $13,900 | $6,799+104.4% | $6,426+116.3% | $5,609+147.8% |
| Admin fee / account holder | $3,364 | $10,916-69.2% | $9,284-63.8% | $10,827-68.9% |