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 | $74,054 | $211,958-65.1% | $169,463-56.3% | $135,375-45.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.32% | 3.26%-13.6pp | 1.83%-12.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $9,483 | $5,120+85.2% | $4,159+128.0% | $4,779+98.4% |
| Participant deferral / active EE | $8,579 | $6,075+41.2% | $5,277+62.6% | $5,609+53.0% |
| Admin fee / account holder | $3,486 | $11,471-69.6% | $9,109-61.7% | $10,827-67.8% |