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 | $208,253 | $73,867+181.9% | $143,757+44.9% | $68,494+204.0% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -21.52% | 1.01%-22.5pp | -0.04%-21.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $4,296 | $3,184+34.9% | $4,951-13.2% | $2,596+65.5% |
| Participant deferral / active EE | $6,153 | $3,384+81.8% | $5,637+9.2% | $4,027+52.8% |
| Admin fee / account holder | $318 | $5,755-94.5% | $14,673-97.8% | $5,403-94.1% |