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 5-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 | $148,561 | $177,572-16.3% | $154,803-4.0% | $142,382+4.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -4.26% | 65.07%-69.3pp | 58.88%-63.1pp | 217.08%-221.3pp |
| Employer contribution / active EE | $3,372 | $4,810-29.9% | $4,305-21.7% | $4,299-21.6% |
| Participant deferral / active EE | $5,000 | $6,272-20.3% | $5,540-9.8% | $6,507-23.2% |
| Admin fee / account holder | $12,587 | $16,786-25.0% | $14,329-12.2% | $12,624-0.3% |