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 | $115,059 | $82,664+39.2% | $125,339-8.2% | $68,494+68.0% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -22.71% | -5.97%-16.7pp | 572.05%-594.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,059 | $3,381-39.1% | $4,814-57.2% | $2,596-20.7% |
| Participant deferral / active EE | $11,303 | $6,110+85.0% | $7,446+51.8% | $4,027+180.7% |
| Admin fee / account holder | $19,854 | $6,275+216.4% | $10,010+98.3% | $5,403+267.5% |