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 | $146,108 | $76,912+90.0% | $129,110+13.2% | $68,494+113.3% |
| Participation rate | 96.3% | 69.1%+27.2pp | 77.3%+19.0pp | 67.9%+28.4pp |
| Annual return | -19.29% | -9.78%-9.5pp | -10.94%-8.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,717 | $3,243+14.6% | $5,052-26.4% | $2,596+43.2% |
| Participant deferral / active EE | $7,091 | $4,732+49.8% | $6,542+8.4% | $4,027+76.1% |
| Admin fee / account holder | $6,845 | $6,638+3.1% | $14,302-52.1% | $5,403+26.7% |