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 | $22,536 | $157,256-85.7% | $141,162-84.0% | $152,861-85.3% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | -34.82% | 64.32%-99.1pp | 71.39%-106.2pp | 345.32%-380.1pp |
| Employer contribution / active EE | $9,239 | $5,261+75.6% | $4,735+95.1% | $4,762+94.0% |
| Participant deferral / active EE | $5,916 | $7,109-16.8% | $6,709-11.8% | $5,850+1.1% |
| Admin fee / account holder | $5,239 | $12,120-56.8% | $10,261-48.9% | $11,596-54.8% |