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 | $154,699 | $96,635+60.1% | $86,612+78.6% | $139,434+10.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -0.76% | 106.41%-107.2pp | 591.07%-591.8pp | 372.94%-373.7pp |
| Employer contribution / active EE | $7,610 | $3,263+133.2% | $3,022+151.8% | $4,751+60.2% |
| Participant deferral / active EE | $17,135 | $4,836+254.3% | $4,438+286.1% | $6,710+155.4% |
| Admin fee / account holder | $5,554 | $6,408-13.3% | $5,614-1.1% | $11,403-51.3% |