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 | $46,719 | $158,817-70.6% | $121,196-61.5% | $135,375-65.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.98% | -0.64%-9.3pp | 16.93%-26.9pp | 519.73%-529.7pp |
| Employer contribution / active EE | $5,328 | $5,665-6.0% | $4,022+32.5% | $4,779+11.5% |
| Participant deferral / active EE | $8,380 | $4,005+109.3% | $3,344+150.6% | $5,609+49.4% |
| Admin fee / account holder | $9,077 | $6,512+39.4% | $5,019+80.8% | $10,827-16.2% |