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 | $31,682 | $117,841-73.1% | $102,423-69.1% | $145,922-78.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -6.99% | 31.65%-38.6pp | 29.32%-36.3pp | 561.29%-568.3pp |
| Employer contribution / active EE | $2,812 | $3,615-22.2% | $3,023-7.0% | $4,660-39.6% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,272 | $13,326-90.5% | $9,451-86.5% | $13,397-90.5% |