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 | $37,812 | $111,814-66.2% | $93,654-59.6% | $145,959-74.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | -17.28% | 203.30%-220.6pp | 133.34%-150.6pp | 561.95%-579.2pp |
| Employer contribution / active EE | $1,804 | $3,092-41.6% | $2,421-25.5% | $4,661-61.3% |
| Participant deferral / active EE | $2,839 | $4,914-42.2% | $4,413-35.7% | $6,689-57.5% |
| Admin fee / account holder | $11,917 | $10,246+16.3% | $8,282+43.9% | $13,398-11.1% |