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 | $129,778 | $167,307-22.4% | $143,757-9.7% | $134,475-3.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.61% | 0.46%-24.1pp | -0.04%-23.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,937 | $5,619-65.5% | $4,951-60.9% | $4,740-59.1% |
| Participant deferral / active EE | $7,040 | $6,446+9.2% | $5,637+24.9% | $6,400+10.0% |
| Admin fee / account holder | $3,618 | $18,088-80.0% | $14,673-75.3% | $11,426-68.3% |