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 | $66,230 | $133,958-50.6% | $112,228-41.0% | $134,475-50.7% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -20.52% | 47.11%-67.6pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $7,997 | $4,038+98.0% | $3,635+120.0% | $4,740+68.7% |
| Participant deferral / active EE | $4,650 | $5,291-12.1% | $4,728-1.6% | $6,400-27.3% |
| Admin fee / account holder | $581 | $7,489-92.2% | $6,410-90.9% | $11,426-94.9% |