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 | $41,686 | $180,449-76.9% | $154,107-72.9% | $135,375-69.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -11.88% | 888.09%-900.0pp | 735.12%-747.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $8,504 | $6,035+40.9% | $5,298+60.5% | $4,779+78.0% |
| Participant deferral / active EE | $5,956 | $5,806+2.6% | $5,081+17.2% | $5,609+6.2% |
| Admin fee / account holder | $1,431 | $16,143-91.1% | $13,411-89.3% | $10,827-86.8% |