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 | $174,237 | $82,664+110.8% | $125,339+39.0% | $68,494+154.4% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -28.74% | -5.97%-22.8pp | 572.05%-600.8pp | -7.84%-20.9pp |
| Employer contribution / active EE | $4,745 | $3,381+40.3% | $4,814-1.4% | $2,596+82.8% |
| Participant deferral / active EE | $14,993 | $6,110+145.4% | $7,446+101.4% | $4,027+272.3% |
| Admin fee / account holder | $1,560 | $6,275-75.1% | $10,010-84.4% | $5,403-71.1% |