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 | $182,007 | $54,229+235.6% | $70,092+159.7% | $68,494+165.7% |
| Participation rate | 90.9% | 64.5%+26.4pp | 70.5%+20.4pp | 67.9%+23.0pp |
| Annual return | -21.17% | -13.87%-7.3pp | 190.73%-211.9pp | -7.84%-13.3pp |
| Employer contribution / active EE | $3,223 | $2,018+59.7% | $2,559+26.0% | $2,596+24.1% |
| Participant deferral / active EE | $11,882 | $2,956+302.0% | $3,849+208.7% | $4,027+195.1% |
| Admin fee / account holder | $8,256 | $4,694+75.9% | $6,267+31.7% | $5,403+52.8% |