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 | $76,392 | $167,307-54.3% | $143,757-46.9% | $134,475-43.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.53% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $7,639 | $5,619+35.9% | $4,951+54.3% | $4,740+61.2% |
| Participant deferral / active EE | $3,489 | $6,446-45.9% | $5,637-38.1% | $6,400-45.5% |
| Admin fee / account holder | $20,833 | $18,088+15.2% | $14,673+42.0% | $11,426+82.3% |