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 | $117,828 | $168,632-30.1% | $147,614-20.2% | $125,391-6.0% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -7.73% | 77.65%-85.4pp | 61.98%-69.7pp | 282.22%-290.0pp |
| Employer contribution / active EE | $3,542 | $6,252-43.4% | $5,564-36.4% | $4,866-27.2% |
| Participant deferral / active EE | $4,641 | $5,507-15.7% | $4,895-5.2% | $5,352-13.3% |
| Admin fee / account holder | $588 | $13,580-95.7% | $11,611-94.9% | $9,540-93.8% |