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 | $115,709 | $82,664+40.0% | $125,339-7.7% | $68,494+68.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -22.06% | -5.97%-16.1pp | 572.05%-594.1pp | -7.84%-14.2pp |
| Employer contribution / active EE | $3,372 | $3,381-0.3% | $4,814-29.9% | $2,596+29.9% |
| Participant deferral / active EE | $5,435 | $6,110-11.1% | $7,446-27.0% | $4,027+35.0% |
| Admin fee / account holder | $1,655 | $6,275-73.6% | $10,010-83.5% | $5,403-69.4% |