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 | $136,207 | $73,004+86.6% | $90,749+50.1% | $68,494+98.9% |
| Participation rate | 98.2% | 70.8%+27.4pp | 75.7%+22.5pp | 67.9%+30.3pp |
| Annual return | -19.37% | -13.81%-5.6pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $6,053 | $2,193+176.0% | $2,921+107.2% | $2,596+133.1% |
| Participant deferral / active EE | $10,497 | $3,627+189.4% | $4,564+130.0% | $4,027+160.6% |
| Admin fee / account holder | $8,950 | $5,896+51.8% | $8,445+6.0% | $5,403+65.7% |