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 | $204,574 | $99,640+105.3% | $86,436+136.7% | $134,475+52.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -21.26% | 6782.58%-6803.8pp | 4394.89%-4416.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $7,582 | $4,400+72.3% | $3,769+101.2% | $4,740+60.0% |
| Participant deferral / active EE | $10,499 | $7,246+44.9% | $6,952+51.0% | $6,400+64.1% |
| Admin fee / account holder | $820 | $8,371-90.2% | $6,731-87.8% | $11,426-92.8% |