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 | $26,420 | $138,044-80.9% | $125,339-78.9% | $134,475-80.4% |
| Participation rate | 70.8% | 84.5%-13.7pp | 82.4%-11.5pp | 81.2%-10.4pp |
| Annual return | -21.22% | 750.33%-771.5pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,157 | $5,243-39.8% | $4,814-34.4% | $4,740-33.4% |
| Participant deferral / active EE | $7,193 | $7,799-7.8% | $7,446-3.4% | $6,400+12.4% |
| Admin fee / account holder | $1,152 | $11,571-90.0% | $10,010-88.5% | $11,426-89.9% |