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 | $127,598 | $185,822-31.3% | $169,993-24.9% | $139,434-8.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -0.93% | 60.50%-61.4pp | 53.37%-54.3pp | 372.94%-373.9pp |
| Employer contribution / active EE | $4,886 | $7,590-35.6% | $6,785-28.0% | $4,751+2.8% |
| Participant deferral / active EE | $12,875 | $11,622+10.8% | $10,408+23.7% | $6,710+91.9% |
| Admin fee / account holder | $2,241 | $15,381-85.4% | $12,815-82.5% | $11,403-80.3% |