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 | $95,972 | $56,199+70.8% | $67,652+41.9% | $59,632+60.9% |
| Participation rate | 98.4% | 71.5%+26.9pp | 75.7%+22.7pp | 68.7%+29.7pp |
| Annual return | -23.54% | 18505.31%-18528.9pp | 6625.04%-6648.6pp | 2041.28%-2064.8pp |
| Employer contribution / active EE | $7,297 | $1,614+352.0% | $2,266+222.1% | $2,203+231.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $14,886 | $3,958+276.1% | $4,821+208.8% | $4,297+246.4% |