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 | $31,125 | $67,331-53.8% | $60,874-48.9% | $134,475-76.9% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.1%+0.6pp | 81.2%-7.5pp |
| Annual return | -21.35% | 49.93%-71.3pp | 16.90%-38.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,485 | $3,096-19.8% | $2,701-8.0% | $4,740-47.6% |
| Participant deferral / active EE | $2,668 | $4,538-41.2% | $3,817-30.1% | $6,400-58.3% |
| Admin fee / account holder | $2,031 | $4,582-55.7% | $3,224-37.0% | $11,426-82.2% |