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 | $155,689 | $142,344+9.4% | $119,609+30.2% | $134,475+15.8% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -21.09% | -12.44%-8.6pp | -14.97%-6.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,101 | $5,222-40.6% | $4,232-26.7% | $4,740-34.6% |
| Participant deferral / active EE | $8,184 | $6,469+26.5% | $5,602+46.1% | $6,400+27.9% |
| Admin fee / account holder | $1,323 | $13,584-90.3% | $10,323-87.2% | $11,426-88.4% |