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 | $116,011 | $113,935+1.8% | $94,224+23.1% | $125,391-7.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -7.75% | 5.29%-13.0pp | 10.68%-18.4pp | 282.22%-290.0pp |
| Employer contribution / active EE | $8,879 | $4,727+87.8% | $3,587+147.6% | $4,866+82.5% |
| Participant deferral / active EE | $11,446 | $5,179+121.0% | $4,320+164.9% | $5,352+113.9% |
| Admin fee / account holder | $351 | $8,391-95.8% | $6,269-94.4% | $9,540-96.3% |