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 | $118,710 | $228,332-48.0% | $185,823-36.1% | $158,922-25.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -15.10% | 40.80%-55.9pp | 35.95%-51.1pp | 302.83%-317.9pp |
| Employer contribution / active EE | $1,350 | $4,967-72.8% | $4,087-67.0% | $4,761-71.7% |
| Participant deferral / active EE | $4,541 | $6,415-29.2% | $5,632-19.4% | $5,982-24.1% |
| Admin fee / account holder | $481 | $11,864-95.9% | $9,500-94.9% | $11,246-95.7% |