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 | $183,371 | $90,590+102.4% | $90,782+102.0% | $135,375+35.5% |
| Participation rate | 91.7% | 83.7%+7.9pp | 82.7%+9.0pp | 82.6%+9.0pp |
| Annual return | -9.17% | -3.40%-5.8pp | -3.42%-5.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $7,468 | $4,352+71.6% | $4,105+81.9% | $4,779+56.3% |
| Participant deferral / active EE | $11,662 | $5,407+115.7% | $5,366+117.3% | $5,609+107.9% |
| Admin fee / account holder | $7,792 | $7,683+1.4% | $5,908+31.9% | $10,827-28.0% |