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 | $65,115 | $138,044-52.8% | $125,339-48.0% | $134,475-51.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.20% | 750.33%-771.5pp | 572.05%-593.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,072 | $5,243-79.6% | $4,814-77.7% | $4,740-77.4% |
| Participant deferral / active EE | $2,643 | $7,799-66.1% | $7,446-64.5% | $6,400-58.7% |
| Admin fee / account holder | $5,915 | $11,571-48.9% | $10,010-40.9% | $11,426-48.2% |