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 | $137,176 | $97,757+40.3% | $83,848+63.6% | $135,375+1.3% |
| Participation rate | 79.2% | 80.0%-0.8pp | 76.1%+3.0pp | 82.6%-3.5pp |
| Annual return | -9.69% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $4,262 | $4,222+1.0% | $3,631+17.4% | $4,779-10.8% |
| Participant deferral / active EE | $10,311 | $4,682+120.2% | $4,082+152.6% | $5,609+83.8% |
| Admin fee / account holder | $4,822 | $6,674-27.7% | $5,478-12.0% | $10,827-55.5% |