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 | $104,950 | $180,449-41.8% | $154,107-31.9% | $135,375-22.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.85% | 888.09%-900.9pp | 735.12%-748.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $5,167 | $6,035-14.4% | $5,298-2.5% | $4,779+8.1% |
| Participant deferral / active EE | $12,305 | $5,806+111.9% | $5,081+142.2% | $5,609+119.4% |
| Admin fee / account holder | $1,194 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |