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 | $38,853 | $54,350-28.5% | $82,719-53.0% | $68,494-43.3% |
| Participation rate | 79.5% | 63.9%+15.6pp | 72.6%+6.9pp | 67.9%+11.6pp |
| Annual return | -22.04% | -13.67%-8.4pp | 701.18%-723.2pp | -7.84%-14.2pp |
| Employer contribution / active EE | $5,209 | $2,218+134.8% | $3,009+73.1% | $2,596+100.6% |
| Participant deferral / active EE | $4,917 | $3,246+51.5% | $4,395+11.9% | $4,027+22.1% |
| Admin fee / account holder | $1,981 | $4,395-54.9% | $5,329-62.8% | $5,403-63.3% |