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 | $52,086 | $64,324-19.0% | $118,925-56.2% | $79,858-34.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -2.96% | 86.45%-89.4pp | 35.88%-38.8pp | 31.71%-34.7pp |
| Employer contribution / active EE | $1,992 | $1,836+8.5% | $3,263-38.9% | $2,471-19.4% |
| Participant deferral / active EE | $2,218 | $2,824-21.5% | $4,265-48.0% | $3,740-40.7% |
| Admin fee / account holder | $4,447 | $4,040+10.1% | $6,581-32.4% | $5,306-16.2% |