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 | $153,356 | $121,625+26.1% | $104,607+46.6% | $158,922-3.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -3.82% | 465.26%-469.1pp | 340.46%-344.3pp | 302.83%-306.6pp |
| Employer contribution / active EE | $3,440 | $3,163+8.8% | $2,681+28.3% | $4,761-27.7% |
| Participant deferral / active EE | $1,444 | $4,177-65.4% | $3,740-61.4% | $5,982-75.9% |
| Admin fee / account holder | $17,469 | $7,787+124.3% | $6,473+169.9% | $11,246+55.3% |