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 | $88,838 | $160,055-44.5% | $140,016-36.6% | $135,375-34.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -10.05% | 911.38%-921.4pp | 651.12%-661.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $5,731 | $6,420-10.7% | $5,606+2.2% | $4,779+19.9% |
| Participant deferral / active EE | $10,404 | $7,642+36.2% | $6,927+50.2% | $5,609+85.5% |
| Admin fee / account holder | $10,650 | $13,328-20.1% | $10,705-0.5% | $10,827-1.6% |