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 | $116,298 | $73,867+57.4% | $143,757-19.1% | $68,494+69.8% |
| Participation rate | 93.8% | 66.7%+27.1pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -20.03% | 1.01%-21.0pp | -0.04%-20.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $9,177 | $3,184+188.2% | $4,951+85.4% | $2,596+253.5% |
| Participant deferral / active EE | $5,420 | $3,384+60.2% | $5,637-3.8% | $4,027+34.6% |
| Admin fee / account holder | $3,028 | $5,755-47.4% | $14,673-79.4% | $5,403-44.0% |