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 | $158,485 | $82,664+91.7% | $125,339+26.4% | $68,494+131.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.55% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $7,563 | $3,381+123.7% | $4,814+57.1% | $2,596+191.3% |
| Participant deferral / active EE | $10,505 | $6,110+71.9% | $7,446+41.1% | $4,027+160.9% |
| Admin fee / account holder | $3,964 | $6,275-36.8% | $10,010-60.4% | $5,403-26.6% |