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 | $30,734 | $138,065-77.7% | $123,544-75.1% | $135,375-77.3% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -11.84% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $6,802 | $5,151+32.0% | $4,628+47.0% | $4,779+42.3% |
| Participant deferral / active EE | $6,304 | $6,799-7.3% | $6,426-1.9% | $5,609+12.4% |
| Admin fee / account holder | $966 | $10,916-91.1% | $9,284-89.6% | $10,827-91.1% |