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 | $46,592 | $135,635-65.6% | $110,238-57.7% | $135,375-65.6% |
| Participation rate | 87.0% | 83.5%+3.5pp | 79.8%+7.1pp | 82.6%+4.3pp |
| Annual return | -10.99% | 513.19%-524.2pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,956 | $4,906-19.4% | $3,826+3.4% | $4,779-17.2% |
| Participant deferral / active EE | $7,937 | $5,506+44.1% | $4,672+69.9% | $5,609+41.5% |
| Admin fee / account holder | $1,378 | $11,457-88.0% | $8,547-83.9% | $10,827-87.3% |