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 | $46,255 | $140,940-67.2% | $112,229-58.8% | $139,434-66.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -7.87% | 32.71%-40.6pp | 30.20%-38.1pp | 372.94%-380.8pp |
| Employer contribution / active EE | $1,677 | $4,283-60.9% | $3,430-51.1% | $4,751-64.7% |
| Participant deferral / active EE | $1,951 | $5,874-66.8% | $4,798-59.3% | $6,710-70.9% |
| Admin fee / account holder | $1,006 | $9,954-89.9% | $7,748-87.0% | $11,403-91.2% |