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 | $155,322 | $138,044+12.5% | $125,339+23.9% | $134,475+15.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.91% | 750.33%-772.2pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,317 | $5,243-36.7% | $4,814-31.1% | $4,740-30.0% |
| Participant deferral / active EE | $5,993 | $7,799-23.2% | $7,446-19.5% | $6,400-6.4% |
| Admin fee / account holder | $992 | $11,571-91.4% | $10,010-90.1% | $11,426-91.3% |