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 | $60,426 | $138,065-56.2% | $123,544-51.1% | $135,375-55.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.24% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,595 | $5,151-69.0% | $4,628-65.5% | $4,779-66.6% |
| Participant deferral / active EE | $8,884 | $6,799+30.7% | $6,426+38.3% | $5,609+58.4% |
| Admin fee / account holder | $7,651 | $10,916-29.9% | $9,284-17.6% | $10,827-29.3% |