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 | $151,205 | $84,695+78.5% | $73,843+104.8% | $125,391+20.6% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -8.32% | 3123.53%-3131.8pp | 2267.84%-2276.2pp | 282.22%-290.5pp |
| Employer contribution / active EE | $2,482 | $3,123-20.5% | $2,787-11.0% | $4,866-49.0% |
| Participant deferral / active EE | $6,820 | $3,992+70.8% | $3,583+90.3% | $5,352+27.4% |
| Admin fee / account holder | $4,639 | $5,691-18.5% | $4,880-4.9% | $9,540-51.4% |