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 | $118,765 | $76,000+56.3% | $154,107-22.9% | $64,186+85.0% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -8.49% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $4,513 | $3,351+34.7% | $5,298-14.8% | $2,381+89.5% |
| Participant deferral / active EE | $4,199 | $3,175+32.2% | $5,081-17.4% | $3,470+21.0% |
| Admin fee / account holder | $3,462 | $5,596-38.1% | $13,411-74.2% | $4,888-29.2% |