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 | $37,647 | $138,065-72.7% | $123,544-69.5% | $135,375-72.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.25% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,855 | $5,151-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $10,430 | $6,799+53.4% | $6,426+62.3% | $5,609+86.0% |
| Admin fee / account holder | $1,441 | $10,916-86.8% | $9,284-84.5% | $10,827-86.7% |