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 | $151,585 | $160,055-5.3% | $140,016+8.3% | $135,375+12.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.20% | 911.38%-923.6pp | 651.12%-663.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,159 | $6,420-50.8% | $5,606-43.6% | $4,779-33.9% |
| Participant deferral / active EE | $8,000 | $7,642+4.7% | $6,927+15.5% | $5,609+42.6% |
| Admin fee / account holder | $10,492 | $13,328-21.3% | $10,705-2.0% | $10,827-3.1% |