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 | $216,229 | $209,411+3.3% | $178,490+21.1% | $158,922+36.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.22% | 188.75%-192.0pp | 151.07%-154.3pp | 302.83%-306.0pp |
| Employer contribution / active EE | $1,686 | $5,706-70.5% | $5,011-66.4% | $4,761-64.6% |
| Participant deferral / active EE | $7,500 | $5,954+26.0% | $5,202+44.2% | $5,982+25.4% |
| Admin fee / account holder | $1,872 | $17,074-89.0% | $13,984-86.6% | $11,246-83.4% |