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 | $38,738 | $160,055-75.8% | $140,016-72.3% | $135,375-71.4% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -12.30% | 911.38%-923.7pp | 651.12%-663.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,492 | $6,420-61.2% | $5,606-55.5% | $4,779-47.8% |
| Participant deferral / active EE | $5,250 | $7,642-31.3% | $6,927-24.2% | $5,609-6.4% |
| Admin fee / account holder | $350 | $13,328-97.4% | $10,705-96.7% | $10,827-96.8% |