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 | $128,849 | $82,664+55.9% | $125,339+2.8% | $68,494+88.1% |
| Participation rate | 96.3% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -21.13% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,789 | $3,381-17.5% | $4,814-42.1% | $2,596+7.4% |
| Participant deferral / active EE | $9,421 | $6,110+54.2% | $7,446+26.5% | $4,027+133.9% |
| Admin fee / account holder | $3,826 | $6,275-39.0% | $10,010-61.8% | $5,403-29.2% |