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 | $125,100 | $159,901-21.8% | $146,958-14.9% | $145,922-14.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | -41.57% | 98.13%-139.7pp | 418.34%-459.9pp | 561.29%-602.9pp |
| Employer contribution / active EE | $3,854 | $5,286-27.1% | $4,933-21.9% | $4,660-17.3% |
| Participant deferral / active EE | $9,446 | $8,428+12.1% | $8,070+17.1% | $6,688+41.2% |
| Admin fee / account holder | $4,106 | $15,044-72.7% | $12,998-68.4% | $13,397-69.4% |