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 | $160,709 | $167,307-3.9% | $143,757+11.8% | $134,475+19.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.83% | 0.46%-24.3pp | -0.04%-23.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,673 | $5,619-52.4% | $4,951-46.0% | $4,740-43.6% |
| Participant deferral / active EE | $5,901 | $6,446-8.4% | $5,637+4.7% | $6,400-7.8% |
| Admin fee / account holder | $3,365 | $18,088-81.4% | $14,673-77.1% | $11,426-70.5% |