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 | $62,371 | $105,181-40.7% | $159,436-60.9% | $85,850-27.3% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | -22.38% | 45.07%-67.5pp | 263.57%-285.9pp | 318.53%-340.9pp |
| Employer contribution / active EE | $7,714 | $3,318+132.5% | $4,829+59.7% | $2,565+200.7% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,600 | $6,933-33.6% | $10,799-57.4% | $6,260-26.5% |