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 | $24,654 | $77,813-68.3% | $123,544-80.0% | $64,186-61.6% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.8pp |
| Annual return | -10.36% | 12.48%-22.8pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $5,122 | $3,014+70.0% | $4,628+10.7% | $2,381+115.2% |
| Participant deferral / active EE | $8,517 | $5,240+62.5% | $6,426+32.6% | $3,470+145.5% |
| Admin fee / account holder | $2,027 | $5,519-63.3% | $9,284-78.2% | $4,888-58.5% |