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 | $195,920 | $105,860+85.1% | $90,749+115.9% | $134,475+45.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -20.57% | -11.01%-9.6pp | -12.16%-8.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,812 | $3,462+10.1% | $2,921+30.5% | $4,740-19.6% |
| Participant deferral / active EE | $2,917 | $5,216-44.1% | $4,564-36.1% | $6,400-54.4% |
| Admin fee / account holder | $18,695 | $13,938+34.1% | $8,445+121.4% | $11,426+63.6% |