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 | $58,355 | $209,411-72.1% | $178,490-67.3% | $158,922-63.3% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | -1.59% | 188.75%-190.3pp | 151.07%-152.7pp | 302.83%-304.4pp |
| Employer contribution / active EE | $1,228 | $5,706-78.5% | $5,011-75.5% | $4,761-74.2% |
| Participant deferral / active EE | $10,344 | $5,954+73.7% | $5,202+98.9% | $5,982+72.9% |
| Admin fee / account holder | $2,007 | $17,074-88.2% | $13,984-85.7% | $11,246-82.2% |