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 | $189,248 | $142,344+33.0% | $119,609+58.2% | $134,475+40.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.49% | -12.44%-9.1pp | -14.97%-6.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,994 | $5,222-61.8% | $4,232-52.9% | $4,740-57.9% |
| Participant deferral / active EE | $11,092 | $6,469+71.4% | $5,602+98.0% | $6,400+73.3% |
| Admin fee / account holder | $1,547 | $13,584-88.6% | $10,323-85.0% | $11,426-86.5% |