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 | $52,998 | $135,635-60.9% | $110,238-51.9% | $135,375-60.9% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -8.75% | 513.19%-521.9pp | 314.74%-323.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,501 | $4,906-69.4% | $3,826-60.8% | $4,779-68.6% |
| Participant deferral / active EE | $4,016 | $5,506-27.1% | $4,672-14.0% | $5,609-28.4% |
| Admin fee / account holder | $1,063 | $11,457-90.7% | $8,547-87.6% | $10,827-90.2% |