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 7-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 | $241,016 | $82,664+191.6% | $125,339+92.3% | $68,494+251.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -20.21% | -5.97%-14.2pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $4,829 | $3,381+42.8% | $4,814+0.3% | $2,596+86.0% |
| Participant deferral / active EE | $10,814 | $6,110+77.0% | $7,446+45.2% | $4,027+168.5% |
| Admin fee / account holder | $37,880 | $6,275+503.6% | $10,010+278.4% | $5,403+601.1% |