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 | $220,866 | $59,805+269.3% | $79,550+177.6% | $68,494+222.5% |
| Participation rate | 96.2% | 61.1%+35.2pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -21.73% | -12.30%-9.4pp | 0.16%-21.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $7,831 | $1,505+420.4% | $2,413+224.5% | $2,596+201.6% |
| Participant deferral / active EE | $8,226 | $3,024+172.0% | $3,985+106.4% | $4,027+104.2% |
| Admin fee / account holder | $2,994 | $4,835-38.1% | $6,832-56.2% | $5,403-44.6% |