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 | $56,575 | $152,509-62.9% | $117,472-51.8% | $134,475-57.9% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -25.01% | 52.99%-78.0pp | 29.74%-54.7pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,750 | $5,571-68.6% | $4,176-58.1% | $4,740-63.1% |
| Participant deferral / active EE | $5,512 | $4,818+14.4% | $4,070+35.4% | $6,400-13.9% |
| Admin fee / account holder | $92,654 | $7,004+1222.9% | $5,645+1541.4% | $11,426+710.9% |