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 | $120,598 | $140,588-14.2% | $123,104-2.0% | $125,391-3.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.77% | 16.80%-22.6pp | 13.22%-19.0pp | 282.22%-288.0pp |
| Employer contribution / active EE | $4,740 | $6,041-21.5% | $5,151-8.0% | $4,866-2.6% |
| Participant deferral / active EE | $10,480 | $6,980+50.1% | $6,230+68.2% | $5,352+95.8% |
| Admin fee / account holder | $1,966 | $11,198-82.4% | $9,015-78.2% | $9,540-79.4% |