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 | $35,778 | $127,386-71.9% | $115,037-68.9% | $125,391-71.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.69% | 31.28%-35.0pp | 26.14%-29.8pp | 282.22%-285.9pp |
| Employer contribution / active EE | $3,813 | $5,166-26.2% | $4,608-17.3% | $4,866-21.6% |
| Participant deferral / active EE | $6,055 | $6,423-5.7% | $6,026+0.5% | $5,352+13.1% |
| Admin fee / account holder | $358 | $9,516-96.2% | $8,175-95.6% | $9,540-96.2% |