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 | $128,648 | $165,335-22.2% | $149,696-14.1% | $158,922-19.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -8.04% | 348.15%-356.2pp | 276.60%-284.6pp | 302.83%-310.9pp |
| Employer contribution / active EE | $7,563 | $5,103+48.2% | $4,644+62.8% | $4,761+58.8% |
| Participant deferral / active EE | $7,067 | $7,181-1.6% | $6,842+3.3% | $5,982+18.1% |
| Admin fee / account holder | $2,051 | $10,807-81.0% | $9,309-78.0% | $11,246-81.8% |