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 | $239,093 | $209,411+14.2% | $178,490+34.0% | $158,922+50.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.27% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $3,273 | $5,706-42.6% | $5,011-34.7% | $4,761-31.3% |
| Participant deferral / active EE | $2,530 | $5,954-57.5% | $5,202-51.4% | $5,982-57.7% |
| Admin fee / account holder | $4,411 | $17,074-74.2% | $13,984-68.5% | $11,246-60.8% |