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 | $229,184 | $135,635+69.0% | $110,238+107.9% | $135,375+69.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -10.86% | 513.19%-524.0pp | 314.74%-325.6pp | 519.73%-530.6pp |
| Employer contribution / active EE | $8,841 | $4,906+80.2% | $3,826+131.0% | $4,779+85.0% |
| Participant deferral / active EE | $8,372 | $5,506+52.0% | $4,672+79.2% | $5,609+49.3% |
| Admin fee / account holder | $2,414 | $11,457-78.9% | $8,547-71.8% | $10,827-77.7% |