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 | $198,532 | $99,640+99.2% | $86,436+129.7% | $134,475+47.6% |
| Participation rate | 95.0% | 82.0%+13.0pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -22.99% | 6782.58%-6805.6pp | 4394.89%-4417.9pp | 417.96%-441.0pp |
| Employer contribution / active EE | $6,418 | $4,400+45.8% | $3,769+70.3% | $4,740+35.4% |
| Participant deferral / active EE | $8,106 | $7,246+11.9% | $6,952+16.6% | $6,400+26.7% |
| Admin fee / account holder | $33,260 | $8,371+297.3% | $6,731+394.1% | $11,426+191.1% |