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 | $95,969 | $115,770-17.1% | $101,248-5.2% | $158,922-39.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.00% | 56.14%-62.1pp | 46.47%-52.5pp | 302.83%-308.8pp |
| Employer contribution / active EE | $3,744 | $4,175-10.3% | $3,660+2.3% | $4,761-21.4% |
| Participant deferral / active EE | $9,622 | $4,957+94.1% | $4,370+120.2% | $5,982+60.9% |
| Admin fee / account holder | $138,727 | $7,245+1814.8% | $5,945+2233.3% | $11,246+1133.6% |