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 | $80,895 | $76,000+6.4% | $154,107-47.5% | $64,186+26.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.83% | 30.32%-41.1pp | 735.12%-745.9pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,615 | $3,351-51.8% | $5,298-69.5% | $2,381-32.2% |
| Participant deferral / active EE | $2,581 | $3,175-18.7% | $5,081-49.2% | $3,470-25.6% |
| Admin fee / account holder | $2,860 | $5,596-48.9% | $13,411-78.7% | $4,888-41.5% |