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 | $160,405 | $138,065+16.2% | $123,544+29.8% | $135,375+18.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.99% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $4,766 | $5,151-7.5% | $4,628+3.0% | $4,779-0.3% |
| Participant deferral / active EE | $7,448 | $6,799+9.5% | $6,426+15.9% | $5,609+32.8% |
| Admin fee / account holder | $9,254 | $10,916-15.2% | $9,284-0.3% | $10,827-14.5% |