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 | $43,738 | $167,307-73.9% | $143,757-69.6% | $134,475-67.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.88% | 0.46%-26.3pp | -0.04%-25.8pp | 417.96%-443.8pp |
| Employer contribution / active EE | $2,532 | $5,619-54.9% | $4,951-48.9% | $4,740-46.6% |
| Participant deferral / active EE | $8,953 | $6,446+38.9% | $5,637+58.8% | $6,400+39.9% |
| Admin fee / account holder | $2,811 | $18,088-84.5% | $14,673-80.8% | $11,426-75.4% |