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 | $56,805 | $76,000-25.3% | $154,107-63.1% | $64,186-11.5% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -10.39% | 30.32%-40.7pp | 735.12%-745.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $7,073 | $3,351+111.1% | $5,298+33.5% | $2,381+197.1% |
| Participant deferral / active EE | $10,779 | $3,175+239.5% | $5,081+112.2% | $3,470+210.7% |
| Admin fee / account holder | $2,071 | $5,596-63.0% | $13,411-84.6% | $4,888-57.6% |