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 | $36,499 | $127,386-71.3% | $115,037-68.3% | $125,391-70.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.66% | 31.28%-45.9pp | 26.14%-40.8pp | 282.22%-296.9pp |
| Employer contribution / active EE | $3,093 | $5,166-40.1% | $4,608-32.9% | $4,866-36.4% |
| Participant deferral / active EE | $4,364 | $6,423-32.1% | $6,026-27.6% | $5,352-18.5% |
| Admin fee / account holder | $1,340 | $9,516-85.9% | $8,175-83.6% | $9,540-86.0% |