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 | $25,921 | $98,750-73.8% | $149,696-82.7% | $79,858-67.5% |
| Participation rate | 84.4% | 75.8%+8.7pp | 82.5%+2.0pp | 69.6%+14.8pp |
| Annual return | -7.42% | 27.43%-34.8pp | 276.60%-284.0pp | 31.71%-39.1pp |
| Employer contribution / active EE | $1,071 | $3,216-66.7% | $4,644-76.9% | $2,471-56.7% |
| Participant deferral / active EE | $3,816 | $5,680-32.8% | $6,842-44.2% | $3,740+2.0% |
| Admin fee / account holder | $2,384 | $6,053-60.6% | $9,309-74.4% | $5,306-55.1% |