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 | $92,165 | $138,065-33.2% | $123,544-25.4% | $135,375-31.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.97% | 153.68%-171.7pp | 119.20%-137.2pp | 519.73%-537.7pp |
| Employer contribution / active EE | $11,295 | $5,151+119.3% | $4,628+144.1% | $4,779+136.4% |
| Participant deferral / active EE | $6,864 | $6,799+1.0% | $6,426+6.8% | $5,609+22.4% |
| Admin fee / account holder | $4,698 | $10,916-57.0% | $9,284-49.4% | $10,827-56.6% |