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 | $160,311 | $53,596+199.1% | $90,645+76.9% | $64,186+149.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -8.18% | 4.41%-12.6pp | 1.88%-10.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $5,992 | $1,503+298.7% | $2,532+136.7% | $2,381+151.7% |
| Participant deferral / active EE | $4,898 | $2,459+99.2% | $3,425+43.0% | $3,470+41.2% |
| Admin fee / account holder | $3,253 | $3,868-15.9% | $4,994-34.9% | $4,888-33.4% |