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 | $153,058 | $180,449-15.2% | $154,107-0.7% | $135,375+13.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -10.30% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,867 | $6,035-52.5% | $5,298-45.9% | $4,779-40.0% |
| Participant deferral / active EE | $6,395 | $5,806+10.2% | $5,081+25.9% | $5,609+14.0% |
| Admin fee / account holder | $3,218 | $16,143-80.1% | $13,411-76.0% | $10,827-70.3% |