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 | $203,403 | $140,588+44.7% | $123,104+65.2% | $125,391+62.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -10.69% | 16.80%-27.5pp | 13.22%-23.9pp | 282.22%-292.9pp |
| Employer contribution / active EE | $22,284 | $6,041+268.9% | $5,151+332.6% | $4,866+358.0% |
| Participant deferral / active EE | $9,630 | $6,980+38.0% | $6,230+54.6% | $5,352+79.9% |
| Admin fee / account holder | $1,189 | $11,198-89.4% | $9,015-86.8% | $9,540-87.5% |