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 | $120,250 | $180,449-33.4% | $154,107-22.0% | $135,375-11.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.19% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,833 | $6,035-69.6% | $5,298-65.4% | $4,779-61.6% |
| Participant deferral / active EE | $4,081 | $5,806-29.7% | $5,081-19.7% | $5,609-27.2% |
| Admin fee / account holder | $1,202 | $16,143-92.6% | $13,411-91.0% | $10,827-88.9% |