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 | $74,486 | $167,484-55.5% | $151,611-50.9% | $134,475-44.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.55% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $3,301 | $6,829-51.7% | $6,166-46.5% | $4,740-30.4% |
| Participant deferral / active EE | $7,650 | $8,986-14.9% | $8,363-8.5% | $6,400+19.5% |
| Admin fee / account holder | $809 | $13,783-94.1% | $11,616-93.0% | $11,426-92.9% |