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 | $114,820 | $81,900+40.2% | $119,609-4.0% | $68,494+67.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.09% | -23.82%+4.7pp | -14.97%-4.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $5,987 | $2,693+122.3% | $4,232+41.5% | $2,596+130.6% |
| Participant deferral / active EE | $6,153 | $4,148+48.3% | $5,602+9.8% | $4,027+52.8% |
| Admin fee / account holder | $11,016 | $6,582+67.4% | $10,323+6.7% | $5,403+103.9% |