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 | $38,146 | $180,449-78.9% | $154,107-75.2% | $135,375-71.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -29.57% | 888.09%-917.7pp | 735.12%-764.7pp | 519.73%-549.3pp |
| Employer contribution / active EE | $3,997 | $6,035-33.8% | $5,298-24.6% | $4,779-16.4% |
| Participant deferral / active EE | $6,812 | $5,806+17.3% | $5,081+34.1% | $5,609+21.4% |
| Admin fee / account holder | $2,697 | $16,143-83.3% | $13,411-79.9% | $10,827-75.1% |