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 7-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 | $164,168 | $168,632-2.6% | $147,614+11.2% | $125,391+30.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.94% | 77.65%-82.6pp | 61.98%-66.9pp | 282.22%-287.2pp |
| Employer contribution / active EE | $4,977 | $6,252-20.4% | $5,564-10.6% | $4,866+2.3% |
| Participant deferral / active EE | $5,740 | $5,507+4.2% | $4,895+17.3% | $5,352+7.3% |
| Admin fee / account holder | $2,402 | $13,580-82.3% | $11,611-79.3% | $9,540-74.8% |