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 | $153,675 | $57,354+167.9% | $83,848+83.3% | $64,186+139.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.61% | 11.38%-22.0pp | 850.88%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $8,923 | $2,545+250.6% | $3,631+145.8% | $2,381+274.8% |
| Participant deferral / active EE | $4,710 | $2,993+57.4% | $4,082+15.4% | $3,470+35.8% |
| Admin fee / account holder | $2,076 | $4,046-48.7% | $5,478-62.1% | $4,888-57.5% |