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 | $103,548 | $138,044-25.0% | $125,339-17.4% | $134,475-23.0% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -21.93% | 750.33%-772.3pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,300 | $5,243-37.1% | $4,814-31.4% | $4,740-30.4% |
| Participant deferral / active EE | $8,525 | $7,799+9.3% | $7,446+14.5% | $6,400+33.2% |
| Admin fee / account holder | $888 | $11,571-92.3% | $10,010-91.1% | $11,426-92.2% |