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 | $52,014 | $177,572-70.7% | $154,803-66.4% | $142,382-63.5% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | -7.46% | 65.07%-72.5pp | 58.88%-66.3pp | 217.08%-224.5pp |
| Employer contribution / active EE | $1,600 | $4,810-66.7% | $4,305-62.8% | $4,299-62.8% |
| Participant deferral / active EE | $3,503 | $6,272-44.1% | $5,540-36.8% | $6,507-46.2% |
| Admin fee / account holder | $499 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |