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 | $150,707 | $97,757+54.2% | $83,848+79.7% | $135,375+11.3% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -9.96% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,929 | $4,222-6.9% | $3,631+8.2% | $4,779-17.8% |
| Participant deferral / active EE | $10,404 | $4,682+122.2% | $4,082+154.9% | $5,609+85.5% |
| Admin fee / account holder | $2,157 | $6,674-67.7% | $5,478-60.6% | $10,827-80.1% |