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 8-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 | $77,906 | $105,998-26.5% | $92,233-15.5% | $147,584-47.2% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | -0.73% | 50.05%-50.8pp | 176.28%-177.0pp | 578.55%-579.3pp |
| Employer contribution / active EE | $961 | $4,333-77.8% | $3,679-73.9% | $4,876-80.3% |
| Participant deferral / active EE | $1,828 | $4,478-59.2% | $3,897-53.1% | $5,439-66.4% |
| Admin fee / account holder | $19,986 | $6,332+215.6% | $5,194+284.8% | $10,885+83.6% |