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 | $67,425 | $117,841-42.8% | $102,423-34.2% | $145,922-53.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -3.49% | 31.65%-35.1pp | 29.32%-32.8pp | 561.29%-564.8pp |
| Employer contribution / active EE | $5,040 | $3,615+39.4% | $3,023+66.7% | $4,660+8.2% |
| Participant deferral / active EE | $5,040 | $5,731-12.1% | $5,053-0.3% | $6,688-24.6% |
| Admin fee / account holder | $53,057 | $13,326+298.1% | $9,451+461.4% | $13,397+296.0% |