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 | $176,973 | $93,024+90.2% | $77,024+129.8% | $134,475+31.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.62% | 62.60%-85.2pp | 42.32%-64.9pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,881 | $3,418-15.7% | $2,812+2.4% | $4,740-39.2% |
| Participant deferral / active EE | $10,652 | $5,238+103.4% | $4,426+140.6% | $6,400+66.4% |
| Admin fee / account holder | $4,518 | $6,944-34.9% | $5,425-16.7% | $11,426-60.5% |