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 | $229,786 | $95,862+139.7% | $79,550+188.9% | $134,475+70.9% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -23.68% | -2.69%-21.0pp | 0.16%-23.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $4,374 | $3,128+39.8% | $2,413+81.3% | $4,740-7.7% |
| Participant deferral / active EE | $8,749 | $4,693+86.4% | $3,985+119.5% | $6,400+36.7% |
| Admin fee / account holder | $16,600 | $9,126+81.9% | $6,832+143.0% | $11,426+45.3% |