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 | $244,876 | $129,942+88.4% | $104,294+134.8% | $134,475+82.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.35% | 42.03%-64.4pp | 24.61%-47.0pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,422 | $4,184-42.1% | $3,372-28.2% | $4,740-48.9% |
| Participant deferral / active EE | $9,612 | $5,588+72.0% | $4,625+107.8% | $6,400+50.2% |
| Admin fee / account holder | $1,917 | $9,323-79.4% | $7,339-73.9% | $11,426-83.2% |