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 | $112,649 | $167,307-32.7% | $143,757-21.6% | $134,475-16.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -28.68% | 0.46%-29.1pp | -0.04%-28.6pp | 417.96%-446.6pp |
| Employer contribution / active EE | $1,241 | $5,619-77.9% | $4,951-74.9% | $4,740-73.8% |
| Participant deferral / active EE | $2,313 | $6,446-64.1% | $5,637-59.0% | $6,400-63.9% |
| Admin fee / account holder | $988 | $18,088-94.5% | $14,673-93.3% | $11,426-91.4% |