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 | $138,869 | $133,958+3.7% | $112,228+23.7% | $134,475+3.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -23.19% | 47.11%-70.3pp | 27.45%-50.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,051 | $4,038-49.2% | $3,635-43.6% | $4,740-56.7% |
| Participant deferral / active EE | $5,508 | $5,291+4.1% | $4,728+16.5% | $6,400-13.9% |
| Admin fee / account holder | $459 | $7,489-93.9% | $6,410-92.8% | $11,426-96.0% |