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 | $196,497 | $73,867+166.0% | $143,757+36.7% | $68,494+186.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.60% | 1.01%-22.6pp | -0.04%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $8,832 | $3,184+177.4% | $4,951+78.4% | $2,596+240.2% |
| Participant deferral / active EE | $5,500 | $3,384+62.5% | $5,637-2.4% | $4,027+36.6% |
| Admin fee / account holder | $5,745 | $5,755-0.2% | $14,673-60.8% | $5,403+6.3% |