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 | $51,327 | $109,817-53.3% | $98,442-47.9% | $167,490-69.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | -1.93% | 1956.69%-1958.6pp | 1492.73%-1494.7pp | 478.56%-480.5pp |
| Employer contribution / active EE | $725 | $3,224-77.5% | $2,960-75.5% | $4,837-85.0% |
| Participant deferral / active EE | $6,391 | $4,673+36.7% | $4,276+49.4% | $6,341+0.8% |
| Admin fee / account holder | $853 | $6,753-87.4% | $5,949-85.7% | $12,309-93.1% |