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 | $52,946 | $76,000-30.3% | $154,107-65.6% | $64,186-17.5% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | -8.17% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,838 | $3,351-45.1% | $5,298-65.3% | $2,381-22.8% |
| Participant deferral / active EE | $3,296 | $3,175+3.8% | $5,081-35.1% | $3,470-5.0% |
| Admin fee / account holder | $1,791 | $5,596-68.0% | $13,411-86.6% | $4,888-63.4% |