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 | $109,206 | $82,664+32.1% | $125,339-12.9% | $68,494+59.4% |
| Participation rate | 87.9% | 75.0%+12.8pp | 82.4%+5.5pp | 67.9%+20.0pp |
| Annual return | -24.18% | -5.97%-18.2pp | 572.05%-596.2pp | -7.84%-16.3pp |
| Employer contribution / active EE | $4,907 | $3,381+45.1% | $4,814+1.9% | $2,596+89.0% |
| Participant deferral / active EE | $11,127 | $6,110+82.1% | $7,446+49.4% | $4,027+176.3% |
| Admin fee / account holder | $7,858 | $6,275+25.2% | $10,010-21.5% | $5,403+45.5% |