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 | $30,249 | $180,449-83.2% | $154,107-80.4% | $135,375-77.7% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -9.62% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,698 | $6,035-55.3% | $5,298-49.1% | $4,779-43.5% |
| Participant deferral / active EE | $3,636 | $5,806-37.4% | $5,081-28.4% | $5,609-35.2% |
| Admin fee / account holder | $608 | $16,143-96.2% | $13,411-95.5% | $10,827-94.4% |