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 5-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 | $80,279 | $138,065-41.9% | $123,544-35.0% | $135,375-40.7% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -9.24% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,359 | $5,151-73.6% | $4,628-70.6% | $4,779-71.6% |
| Participant deferral / active EE | $5,987 | $6,799-11.9% | $6,426-6.8% | $5,609+6.7% |
| Admin fee / account holder | $8,416 | $10,916-22.9% | $9,284-9.4% | $10,827-22.3% |