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 | $51,425 | $180,449-71.5% | $154,107-66.6% | $135,375-62.0% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -10.26% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,926 | $6,035-51.5% | $5,298-44.8% | $4,779-38.8% |
| Participant deferral / active EE | $4,401 | $5,806-24.2% | $5,081-13.4% | $5,609-21.5% |
| Admin fee / account holder | $1,581 | $16,143-90.2% | $13,411-88.2% | $10,827-85.4% |