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 | $109,012 | $138,065-21.0% | $123,544-11.8% | $135,375-19.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -9.21% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,168 | $5,151-38.5% | $4,628-31.6% | $4,779-33.7% |
| Participant deferral / active EE | $4,326 | $6,799-36.4% | $6,426-32.7% | $5,609-22.9% |
| Admin fee / account holder | $5,006 | $10,916-54.1% | $9,284-46.1% | $10,827-53.8% |