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 | $39,172 | $97,757-59.9% | $83,848-53.3% | $135,375-71.1% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -11.33% | 1287.37%-1298.7pp | 850.88%-862.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,380 | $4,222-19.9% | $3,631-6.9% | $4,779-29.3% |
| Participant deferral / active EE | $9,576 | $4,682+104.5% | $4,082+134.6% | $5,609+70.7% |
| Admin fee / account holder | $5,179 | $6,674-22.4% | $5,478-5.5% | $10,827-52.2% |