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 7-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 | $177,620 | $142,344+24.8% | $119,609+48.5% | $134,475+32.1% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -22.39% | -12.44%-10.0pp | -14.97%-7.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $7,720 | $5,222+47.8% | $4,232+82.4% | $4,740+62.9% |
| Participant deferral / active EE | $8,748 | $6,469+35.2% | $5,602+56.2% | $6,400+36.7% |
| Admin fee / account holder | $998 | $13,584-92.7% | $10,323-90.3% | $11,426-91.3% |