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 | $187,073 | $202,318-7.5% | $172,739+8.3% | $152,861+22.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.34% | 1029.65%-1028.3pp | 802.84%-801.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $3,984 | $5,856-32.0% | $5,143-22.5% | $4,762-16.3% |
| Participant deferral / active EE | $6,715 | $5,948+12.9% | $5,198+29.2% | $5,850+14.8% |
| Admin fee / account holder | $12,411 | $17,109-27.5% | $13,954-11.1% | $11,596+7.0% |