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 | $57,257 | $138,065-58.5% | $123,544-53.7% | $135,375-57.7% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -9.84% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,165 | $5,151-38.6% | $4,628-31.6% | $4,779-33.8% |
| Participant deferral / active EE | $9,935 | $6,799+46.1% | $6,426+54.6% | $5,609+77.1% |
| Admin fee / account holder | $8,809 | $10,916-19.3% | $9,284-5.1% | $10,827-18.6% |