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 8-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 | $178,292 | $65,409+172.6% | $98,442+81.1% | $85,850+107.7% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.3%+28.3pp |
| Annual return | -29.00% | 21.76%-50.8pp | 1492.73%-1521.7pp | 318.53%-347.5pp |
| Employer contribution / active EE | $1,258 | $2,168-42.0% | $2,960-57.5% | $2,565-51.0% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $932 | $4,593-79.7% | $5,949-84.3% | $6,260-85.1% |