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 | $77,833 | $76,000+2.4% | $154,107-49.5% | $64,186+21.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.35% | 30.32%-41.7pp | 735.12%-746.5pp | 7.63%-19.0pp |
| Employer contribution / active EE | $6,213 | $3,351+85.4% | $5,298+17.3% | $2,381+161.0% |
| Participant deferral / active EE | $4,570 | $3,175+43.9% | $5,081-10.0% | $3,470+31.7% |
| Admin fee / account holder | $2,405 | $5,596-57.0% | $13,411-82.1% | $4,888-50.8% |