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 | $95,381 | $138,044-30.9% | $125,339-23.9% | $134,475-29.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -21.05% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,164 | $5,243-77.8% | $4,814-75.8% | $4,740-75.4% |
| Participant deferral / active EE | $9,585 | $7,799+22.9% | $7,446+28.7% | $6,400+49.8% |
| Admin fee / account holder | $1,252 | $11,571-89.2% | $10,010-87.5% | $11,426-89.0% |