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 | $102,125 | $138,044-26.0% | $125,339-18.5% | $134,475-24.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.92% | 750.33%-772.2pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $6,874 | $5,243+31.1% | $4,814+42.8% | $4,740+45.0% |
| Participant deferral / active EE | $15,830 | $7,799+103.0% | $7,446+112.6% | $6,400+147.4% |
| Admin fee / account holder | $23,602 | $11,571+104.0% | $10,010+135.8% | $11,426+106.6% |