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 | $132,659 | $100,852+31.5% | $90,404+46.7% | $158,922-16.5% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | -2.16% | 1724.20%-1726.4pp | 1293.02%-1295.2pp | 302.83%-305.0pp |
| Employer contribution / active EE | $7,694 | $3,689+108.6% | $3,262+135.9% | $4,761+61.6% |
| Participant deferral / active EE | $6,946 | $4,348+59.8% | $3,963+75.3% | $5,982+16.1% |
| Admin fee / account holder | $18,446 | $6,501+183.7% | $5,611+228.7% | $11,246+64.0% |