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 | $54,729 | $82,664-33.8% | $125,339-56.3% | $68,494-20.1% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -23.62% | -5.97%-17.7pp | 572.05%-595.7pp | -7.84%-15.8pp |
| Employer contribution / active EE | $3,086 | $3,381-8.7% | $4,814-35.9% | $2,596+18.9% |
| Participant deferral / active EE | $7,087 | $6,110+16.0% | $7,446-4.8% | $4,027+76.0% |
| Admin fee / account holder | $572 | $6,275-90.9% | $10,010-94.3% | $5,403-89.4% |