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 | $80,581 | $63,953+26.0% | $54,726+47.2% | $135,375-40.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -13.69% | -5.77%-7.9pp | -4.56%-9.1pp | 519.73%-533.4pp |
| Employer contribution / active EE | $9,057 | $4,256+112.8% | $3,449+162.6% | $4,779+89.5% |
| Participant deferral / active EE | $18,480 | $4,810+284.2% | $3,953+367.5% | $5,609+229.5% |
| Admin fee / account holder | $1,434 | $4,567-68.6% | $3,818-62.4% | $10,827-86.8% |