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 | $126,459 | $73,867+71.2% | $143,757-12.0% | $68,494+84.6% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -21.72% | 1.01%-22.7pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,661 | $3,184+15.0% | $4,951-26.0% | $2,596+41.0% |
| Participant deferral / active EE | $6,403 | $3,384+89.2% | $5,637+13.6% | $4,027+59.0% |
| Admin fee / account holder | $1,460 | $5,755-74.6% | $14,673-90.1% | $5,403-73.0% |