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 | $220,888 | $232,540-5.0% | $185,117+19.3% | $147,584+49.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -6.90% | 43.03%-49.9pp | 40.50%-47.4pp | 578.55%-585.4pp |
| Employer contribution / active EE | $4,098 | $5,195-21.1% | $4,182-2.0% | $4,876-16.0% |
| Participant deferral / active EE | $2,561 | $5,834-56.1% | $5,045-49.2% | $5,439-52.9% |
| Admin fee / account holder | $4,713 | $10,275-54.1% | $8,159-42.2% | $10,885-56.7% |