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 | $196,453 | $106,515+84.4% | $96,683+103.2% | $139,434+40.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | -1.52% | 38.43%-39.9pp | 35.69%-37.2pp | 372.94%-374.5pp |
| Employer contribution / active EE | $6,980 | $4,103+70.1% | $3,737+86.8% | $4,751+46.9% |
| Participant deferral / active EE | $8,073 | $5,454+48.0% | $4,878+65.5% | $6,710+20.3% |
| Admin fee / account holder | $1,349 | $7,877-82.9% | $6,730-80.0% | $11,403-88.2% |