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 | $105,136 | $64,707+62.5% | $112,228-6.3% | $68,494+53.5% |
| Participation rate | 86.7% | 67.2%+19.5pp | 75.1%+11.6pp | 67.9%+18.8pp |
| Annual return | -27.53% | -11.40%-16.1pp | 27.45%-55.0pp | -7.84%-19.7pp |
| Employer contribution / active EE | $6,182 | $2,746+125.2% | $3,635+70.1% | $2,596+138.1% |
| Participant deferral / active EE | $5,833 | $3,565+63.6% | $4,728+23.4% | $4,027+44.8% |
| Admin fee / account holder | $2,576 | $5,232-50.8% | $6,410-59.8% | $5,403-52.3% |