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 | $42,386 | $92,703-54.3% | $82,719-48.8% | $134,475-68.5% |
| Participation rate | 73.7% | 75.2%-1.5pp | 72.6%+1.1pp | 81.2%-7.5pp |
| Annual return | -22.75% | 944.92%-967.7pp | 701.18%-723.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,099 | $3,274-35.9% | $3,009-30.2% | $4,740-55.7% |
| Participant deferral / active EE | $3,408 | $4,802-29.0% | $4,395-22.5% | $6,400-46.7% |
| Admin fee / account holder | $9,578 | $5,983+60.1% | $5,329+79.7% | $11,426-16.2% |