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 | $174,847 | $133,958+30.5% | $112,228+55.8% | $134,475+30.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.61% | 47.11%-70.7pp | 27.45%-51.1pp | 417.96%-441.6pp |
| Employer contribution / active EE | $13,871 | $4,038+243.5% | $3,635+281.6% | $4,740+192.7% |
| Participant deferral / active EE | $8,456 | $5,291+59.8% | $4,728+78.9% | $6,400+32.1% |
| Admin fee / account holder | $3,475 | $7,489-53.6% | $6,410-45.8% | $11,426-69.6% |