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 | $61,492 | $133,958-54.1% | $112,228-45.2% | $134,475-54.3% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -23.45% | 47.11%-70.6pp | 27.45%-50.9pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,946 | $4,038-51.8% | $3,635-46.5% | $4,740-59.0% |
| Participant deferral / active EE | $8,157 | $5,291+54.2% | $4,728+72.5% | $6,400+27.5% |
| Admin fee / account holder | $1,371 | $7,489-81.7% | $6,410-78.6% | $11,426-88.0% |