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 | $180,097 | $105,860+70.1% | $90,749+98.5% | $134,475+33.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.87% | -11.01%-9.9pp | -12.16%-8.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,878 | $3,462+12.0% | $2,921+32.8% | $4,740-18.2% |
| Participant deferral / active EE | $11,518 | $5,216+120.8% | $4,564+152.4% | $6,400+80.0% |
| Admin fee / account holder | $5,764 | $13,938-58.6% | $8,445-31.7% | $11,426-49.5% |