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 | $115,558 | $53,162+117.4% | $91,220+26.7% | $68,494+68.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -22.84% | -3.14%-19.7pp | 114.01%-136.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $2,065 | $1,709+20.8% | $2,850-27.5% | $2,596-20.4% |
| Participant deferral / active EE | $5,067 | $2,974+70.4% | $4,234+19.7% | $4,027+25.8% |
| Admin fee / account holder | $21,412 | $4,493+376.5% | $5,420+295.1% | $5,403+296.3% |