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 | $197,990 | $81,900+141.7% | $119,609+65.5% | $68,494+189.1% |
| Participation rate | 70.6% | 71.9%-1.3pp | 79.3%-8.7pp | 67.9%+2.7pp |
| Annual return | -19.27% | -23.82%+4.5pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,078 | $2,693+14.3% | $4,232-27.3% | $2,596+18.6% |
| Participant deferral / active EE | $7,357 | $4,148+77.4% | $5,602+31.3% | $4,027+82.7% |
| Admin fee / account holder | $10,690 | $6,582+62.4% | $10,323+3.6% | $5,403+97.9% |