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 | $54,379 | $180,449-69.9% | $154,107-64.7% | $135,375-59.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -11.72% | 888.09%-899.8pp | 735.12%-746.8pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,792 | $6,035-53.7% | $5,298-47.3% | $4,779-41.6% |
| Participant deferral / active EE | $3,560 | $5,806-38.7% | $5,081-29.9% | $5,609-36.5% |
| Admin fee / account holder | $307 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |