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 | $179,547 | $190,805-5.9% | $159,960+12.2% | $134,475+33.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.69% | 552.23%-578.9pp | 408.60%-435.3pp | 417.96%-444.7pp |
| Employer contribution / active EE | $14,041 | $4,995+181.1% | $4,226+232.3% | $4,740+196.2% |
| Participant deferral / active EE | $16,597 | $6,923+139.7% | $6,182+168.5% | $6,400+159.3% |
| Admin fee / account holder | $1,384 | $10,471-86.8% | $8,698-84.1% | $11,426-87.9% |