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 | $80,851 | $209,411-61.4% | $178,490-54.7% | $158,922-49.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -18.43% | 188.75%-207.2pp | 151.07%-169.5pp | 302.83%-321.3pp |
| Employer contribution / active EE | $8,874 | $5,706+55.5% | $5,011+77.1% | $4,761+86.4% |
| Participant deferral / active EE | $3,868 | $5,954-35.0% | $5,202-25.6% | $5,982-35.3% |
| Admin fee / account holder | $16,453 | $17,074-3.6% | $13,984+17.7% | $11,246+46.3% |