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 | $111,961 | $180,449-38.0% | $154,107-27.3% | $135,375-17.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.87% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,634 | $6,035-56.4% | $5,298-50.3% | $4,779-44.9% |
| Participant deferral / active EE | $6,728 | $5,806+15.9% | $5,081+32.4% | $5,609+19.9% |
| Admin fee / account holder | $1,619 | $16,143-90.0% | $13,411-87.9% | $10,827-85.0% |