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 | $157,198 | $105,181+49.5% | $159,436-1.4% | $85,850+83.1% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | -5.61% | 45.07%-50.7pp | 263.57%-269.2pp | 318.53%-324.1pp |
| Employer contribution / active EE | $1,626 | $3,318-51.0% | $4,829-66.3% | $2,565-36.6% |
| Participant deferral / active EE | $10,262 | $5,945+72.6% | $7,352+39.6% | $3,952+159.7% |
| Admin fee / account holder | $14,242 | $6,933+105.4% | $10,799+31.9% | $6,260+127.5% |