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 | $187,014 | $142,344+31.4% | $119,609+56.4% | $134,475+39.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -22.47% | -12.44%-10.0pp | -14.97%-7.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,908 | $5,222-44.3% | $4,232-31.3% | $4,740-38.6% |
| Participant deferral / active EE | $10,786 | $6,469+66.7% | $5,602+92.5% | $6,400+68.5% |
| Admin fee / account holder | $830 | $13,584-93.9% | $10,323-92.0% | $11,426-92.7% |