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 | $140,456 | $755,339-81.4% | $379,746-63.0% | $158,922-11.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -11.86% | 53.41%-65.3pp | 34.90%-46.8pp | 302.83%-314.7pp |
| Employer contribution / active EE | $3,250 | $4,685-30.6% | $3,540-8.2% | $4,761-31.7% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,912 | $14,482-66.1% | $7,927-38.0% | $11,246-56.3% |