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 | $150,636 | $167,307-10.0% | $143,757+4.8% | $134,475+12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.44% | 0.46%-30.9pp | -0.04%-30.4pp | 417.96%-448.4pp |
| Employer contribution / active EE | $7,328 | $5,619+30.4% | $4,951+48.0% | $4,740+54.6% |
| Participant deferral / active EE | $15,983 | $6,446+148.0% | $5,637+183.5% | $6,400+149.7% |
| Admin fee / account holder | $3,213 | $18,088-82.2% | $14,673-78.1% | $11,426-71.9% |