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 | $149,588 | $102,966+45.3% | $90,281+65.7% | $152,861-2.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -8.31% | 95.16%-103.5pp | 78.10%-86.4pp | 345.32%-353.6pp |
| Employer contribution / active EE | $4,197 | $3,139+33.7% | $2,854+47.0% | $4,762-11.9% |
| Participant deferral / active EE | $9,904 | $4,281+131.3% | $3,885+154.9% | $5,850+69.3% |
| Admin fee / account holder | $18,856 | $6,171+205.6% | $5,351+252.4% | $11,596+62.6% |