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 | $33,377 | $180,449-81.5% | $154,107-78.3% | $135,375-75.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -12.27% | 888.09%-900.4pp | 735.12%-747.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $2,645 | $6,035-56.2% | $5,298-50.1% | $4,779-44.7% |
| Participant deferral / active EE | $4,728 | $5,806-18.6% | $5,081-6.9% | $5,609-15.7% |
| Admin fee / account holder | $431 | $16,143-97.3% | $13,411-96.8% | $10,827-96.0% |