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 8-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 | $149,469 | $165,335-9.6% | $149,696-0.2% | $158,922-5.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -3.06% | 348.15%-351.2pp | 276.60%-279.7pp | 302.83%-305.9pp |
| Employer contribution / active EE | $3,734 | $5,103-26.8% | $4,644-19.6% | $4,761-21.6% |
| Participant deferral / active EE | $7,550 | $7,181+5.1% | $6,842+10.4% | $5,982+26.2% |
| Admin fee / account holder | $7,197 | $10,807-33.4% | $9,309-22.7% | $11,246-36.0% |