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 | $77,181 | $133,958-42.4% | $112,228-31.2% | $134,475-42.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.12% | 47.11%-69.2pp | 27.45%-49.6pp | 417.96%-440.1pp |
| Employer contribution / active EE | $7,506 | $4,038+85.9% | $3,635+106.5% | $4,740+58.4% |
| Participant deferral / active EE | $4,493 | $5,291-15.1% | $4,728-5.0% | $6,400-29.8% |
| Admin fee / account holder | $1,092 | $7,489-85.4% | $6,410-83.0% | $11,426-90.4% |