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 | $148,004 | $133,958+10.5% | $112,228+31.9% | $134,475+10.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -32.28% | 47.11%-79.4pp | 27.45%-59.7pp | 417.96%-450.2pp |
| Employer contribution / active EE | $15,799 | $4,038+291.2% | $3,635+334.7% | $4,740+233.3% |
| Participant deferral / active EE | $4,247 | $5,291-19.7% | $4,728-10.2% | $6,400-33.6% |
| Admin fee / account holder | $692 | $7,489-90.8% | $6,410-89.2% | $11,426-93.9% |