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 | $174,948 | $180,449-3.0% | $154,107+13.5% | $135,375+29.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.42% | 888.09%-899.5pp | 735.12%-746.5pp | 519.73%-531.2pp |
| Employer contribution / active EE | $13,211 | $6,035+118.9% | $5,298+149.4% | $4,779+176.4% |
| Participant deferral / active EE | $8,311 | $5,806+43.1% | $5,081+63.6% | $5,609+48.2% |
| Admin fee / account holder | $551 | $16,143-96.6% | $13,411-95.9% | $10,827-94.9% |