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 | $79,462 | $197,825-59.8% | $155,790-49.0% | $125,391-36.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.99% | 86.74%-91.7pp | 71.54%-76.5pp | 282.22%-287.2pp |
| Employer contribution / active EE | $2,005 | $4,847-58.6% | $3,836-47.7% | $4,866-58.8% |
| Participant deferral / active EE | $5,061 | $5,630-10.1% | $4,797+5.5% | $5,352-5.4% |
| Admin fee / account holder | $850 | $9,545-91.1% | $7,478-88.6% | $9,540-91.1% |