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 | $104,006 | $211,958-50.9% | $169,463-38.6% | $135,375-23.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.94% | 3.26%-17.2pp | 1.83%-15.8pp | 519.73%-533.7pp |
| Employer contribution / active EE | $3,122 | $5,120-39.0% | $4,159-24.9% | $4,779-34.7% |
| Participant deferral / active EE | $8,950 | $6,075+47.3% | $5,277+69.6% | $5,609+59.6% |
| Admin fee / account holder | $11,238 | $11,471-2.0% | $9,109+23.4% | $10,827+3.8% |