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 | $195,069 | $100,754+93.6% | $86,677+125.1% | $134,475+45.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -24.63% | 29.04%-53.7pp | 35.91%-60.5pp | 417.96%-442.6pp |
| Employer contribution / active EE | $8,578 | $3,489+145.8% | $2,836+202.4% | $4,740+81.0% |
| Participant deferral / active EE | $4,974 | $5,338-6.8% | $4,656+6.8% | $6,400-22.3% |
| Admin fee / account holder | $12,659 | $10,926+15.9% | $7,493+68.9% | $11,426+10.8% |