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 | $137,461 | $77,813+76.7% | $123,544+11.3% | $64,186+114.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -9.11% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $4,739 | $3,014+57.2% | $4,628+2.4% | $2,381+99.1% |
| Participant deferral / active EE | $7,384 | $5,240+40.9% | $6,426+14.9% | $3,470+112.8% |
| Admin fee / account holder | $2,766 | $5,519-49.9% | $9,284-70.2% | $4,888-43.4% |