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 5-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 | $48,919 | $176,056-72.2% | $159,436-69.3% | $167,490-70.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -17.07% | 331.75%-348.8pp | 263.57%-280.6pp | 478.56%-495.6pp |
| Employer contribution / active EE | $1,253 | $5,297-76.3% | $4,829-74.0% | $4,837-74.1% |
| Participant deferral / active EE | $5,910 | $7,750-23.7% | $7,352-19.6% | $6,341-6.8% |
| Admin fee / account holder | $7,106 | $12,554-43.4% | $10,799-34.2% | $12,309-42.3% |