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 | $243,703 | $110,094+121.4% | $151,611+60.7% | $68,494+255.8% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | -19.26% | -10.12%-9.1pp | 3.33%-22.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,474 | $4,471-44.7% | $6,166-59.9% | $2,596-4.7% |
| Participant deferral / active EE | $5,170 | $6,527-20.8% | $8,363-38.2% | $4,027+28.4% |
| Admin fee / account holder | $23,017 | $7,719+198.2% | $11,616+98.2% | $5,403+326.0% |