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 | $107,868 | $56,357+91.4% | $104,294+3.4% | $68,494+57.5% |
| Participation rate | 87.2% | 63.3%+23.9pp | 73.3%+13.9pp | 67.9%+19.3pp |
| Annual return | -20.65% | -9.19%-11.5pp | 24.61%-45.3pp | -7.84%-12.8pp |
| Employer contribution / active EE | $5,153 | $1,960+162.9% | $3,372+52.8% | $2,596+98.5% |
| Participant deferral / active EE | $11,046 | $3,077+258.9% | $4,625+138.8% | $4,027+174.3% |
| Admin fee / account holder | $14,735 | $4,903+200.6% | $7,339+100.8% | $5,403+172.7% |