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 | $121,200 | $138,065-12.2% | $123,544-1.9% | $135,375-10.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.30% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.0pp |
| Employer contribution / active EE | $14,421 | $5,151+179.9% | $4,628+211.6% | $4,779+201.8% |
| Participant deferral / active EE | $15,325 | $6,799+125.4% | $6,426+138.5% | $5,609+173.2% |
| Admin fee / account holder | $3,803 | $10,916-65.2% | $9,284-59.0% | $10,827-64.9% |