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 5-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 | $35,891 | $138,044-74.0% | $125,339-71.4% | $134,475-73.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.86% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,538 | $5,243-32.5% | $4,814-26.5% | $4,740-25.3% |
| Participant deferral / active EE | $8,901 | $7,799+14.1% | $7,446+19.5% | $6,400+39.1% |
| Admin fee / account holder | $453 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |