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 | $169,847 | $82,664+105.5% | $125,339+35.5% | $68,494+148.0% |
| Participation rate | 82.9% | 75.0%+7.8pp | 82.4%+0.5pp | 67.9%+15.0pp |
| Annual return | -20.91% | -5.97%-14.9pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,876 | $3,381-44.5% | $4,814-61.0% | $2,596-27.8% |
| Participant deferral / active EE | $5,853 | $6,110-4.2% | $7,446-21.4% | $4,027+45.3% |
| Admin fee / account holder | $455 | $6,275-92.7% | $10,010-95.5% | $5,403-91.6% |