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 | $105,173 | $140,940-25.4% | $112,229-6.3% | $139,434-24.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -11.03% | 32.71%-43.7pp | 30.20%-41.2pp | 372.94%-384.0pp |
| Employer contribution / active EE | $4,292 | $4,283+0.2% | $3,430+25.1% | $4,751-9.7% |
| Participant deferral / active EE | $9,775 | $5,874+66.4% | $4,798+103.7% | $6,710+45.7% |
| Admin fee / account holder | $54,050 | $9,954+443.0% | $7,748+597.6% | $11,403+374.0% |