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 | $144,610 | $51,175+182.6% | $70,515+105.1% | $75,163+92.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | -2.36% | 30.02%-32.4pp | 32.77%-35.1pp | 160.62%-163.0pp |
| Employer contribution / active EE | $2,811 | $1,826+53.9% | $2,973-5.5% | $2,670+5.3% |
| Participant deferral / active EE | $4,361 | $2,849+53.1% | $4,567-4.5% | $4,125+5.7% |
| Admin fee / account holder | $16,019 | $4,091+291.6% | $6,412+149.8% | $5,651+183.5% |