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 | $77,873 | $138,044-43.6% | $125,339-37.9% | $134,475-42.1% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -26.16% | 750.33%-776.5pp | 572.05%-598.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,836 | $5,243-45.9% | $4,814-41.1% | $4,740-40.2% |
| Participant deferral / active EE | $4,836 | $7,799-38.0% | $7,446-35.1% | $6,400-24.4% |
| Admin fee / account holder | $563 | $11,571-95.1% | $10,010-94.4% | $11,426-95.1% |