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 | $177,726 | $83,908+111.8% | $68,509+159.4% | $125,391+41.7% |
| Participation rate | 71.4% | 78.2%-6.7pp | 74.7%-3.3pp | 83.2%-11.8pp |
| Annual return | -5.07% | 14.48%-19.5pp | 8.27%-13.3pp | 282.22%-287.3pp |
| Employer contribution / active EE | $1,354 | $3,031-55.3% | $2,278-40.5% | $4,866-72.2% |
| Participant deferral / active EE | $6,492 | $4,125+57.4% | $3,382+91.9% | $5,352+21.3% |
| Admin fee / account holder | $1,342 | $8,982-85.1% | $5,275-74.6% | $9,540-85.9% |