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 | $155,847 | $185,822-16.1% | $169,993-8.3% | $139,434+11.8% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | -7.76% | 60.50%-68.3pp | 53.37%-61.1pp | 372.94%-380.7pp |
| Employer contribution / active EE | $1,593 | $7,590-79.0% | $6,785-76.5% | $4,751-66.5% |
| Participant deferral / active EE | $5,372 | $11,622-53.8% | $10,408-48.4% | $6,710-19.9% |
| Admin fee / account holder | $24,154 | $15,381+57.0% | $12,815+88.5% | $11,403+111.8% |