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 | $87,680 | $97,044-9.6% | $83,333+5.2% | $135,375-35.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.25% | 12.31%-25.6pp | 10.63%-23.9pp | 519.73%-533.0pp |
| Employer contribution / active EE | $3,002 | $4,143-27.5% | $3,379-11.1% | $4,779-37.2% |
| Participant deferral / active EE | $12,914 | $5,964+116.5% | $5,565+132.1% | $5,609+130.2% |
| Admin fee / account holder | $1,297 | $8,380-84.5% | $7,510-82.7% | $10,827-88.0% |