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 | $162,842 | $138,065+17.9% | $123,544+31.8% | $135,375+20.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.50% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $16,730 | $5,151+224.8% | $4,628+261.5% | $4,779+250.1% |
| Participant deferral / active EE | $8,293 | $6,799+22.0% | $6,426+29.1% | $5,609+47.9% |
| Admin fee / account holder | $22,709 | $10,916+108.0% | $9,284+144.6% | $10,827+109.7% |