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 | $94,908 | $142,344-33.3% | $119,609-20.7% | $134,475-29.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.33% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $11,426 | $5,222+118.8% | $4,232+170.0% | $4,740+141.1% |
| Participant deferral / active EE | $10,861 | $6,469+67.9% | $5,602+93.9% | $6,400+69.7% |
| Admin fee / account holder | $2,286 | $13,584-83.2% | $10,323-77.9% | $11,426-80.0% |