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 | $162,463 | $115,770+40.3% | $101,248+60.5% | $158,922+2.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | -2.20% | 56.14%-58.3pp | 46.47%-48.7pp | 302.83%-305.0pp |
| Employer contribution / active EE | $1,866 | $4,175-55.3% | $3,660-49.0% | $4,761-60.8% |
| Participant deferral / active EE | $5,644 | $4,957+13.9% | $4,370+29.2% | $5,982-5.6% |
| Admin fee / account holder | $82,302 | $7,245+1036.0% | $5,945+1284.3% | $11,246+631.9% |