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 | $159,146 | $82,664+92.5% | $125,339+27.0% | $68,494+132.3% |
| Participation rate | 90.4% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.5pp |
| Annual return | -20.86% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $7,489 | $3,381+121.5% | $4,814+55.6% | $2,596+188.5% |
| Participant deferral / active EE | $13,275 | $6,110+117.2% | $7,446+78.3% | $4,027+229.6% |
| Admin fee / account holder | $9,153 | $6,275+45.8% | $10,010-8.6% | $5,403+69.4% |