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 | $175,120 | $176,377-0.7% | $134,143+30.5% | $158,922+10.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | -3.36% | 63.63%-67.0pp | 36.33%-39.7pp | 302.83%-306.2pp |
| Employer contribution / active EE | $1,860 | $5,040-63.1% | $3,704-49.8% | $4,761-60.9% |
| Participant deferral / active EE | $4,727 | $4,091+15.5% | $3,499+35.1% | $5,982-21.0% |
| Admin fee / account holder | $8,660 | $8,718-0.7% | $6,684+29.6% | $11,246-23.0% |