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 | $101,290 | $167,484-39.5% | $151,611-33.2% | $134,475-24.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.42% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,132 | $6,829-39.5% | $6,166-33.0% | $4,740-12.8% |
| Participant deferral / active EE | $5,085 | $8,986-43.4% | $8,363-39.2% | $6,400-20.6% |
| Admin fee / account holder | $11,886 | $13,783-13.8% | $11,616+2.3% | $11,426+4.0% |