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 | $129,425 | $83,427+55.1% | $115,756+11.8% | $68,494+89.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -22.19% | -10.95%-11.2pp | 143.14%-165.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,111 | $3,075+1.2% | $3,793-18.0% | $2,596+19.8% |
| Participant deferral / active EE | $6,601 | $5,355+23.3% | $6,254+5.5% | $4,027+63.9% |
| Admin fee / account holder | $11,474 | $5,708+101.0% | $8,124+41.2% | $5,403+112.4% |