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 | $80,394 | $106,543-24.5% | $91,220-11.9% | $134,475-40.2% |
| Participation rate | 81.3% | 76.8%+4.4pp | 73.2%+8.1pp | 81.2%0pp |
| Annual return | -24.96% | 160.60%-185.6pp | 114.01%-139.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,204 | $3,331-63.8% | $2,850-57.7% | $4,740-74.6% |
| Participant deferral / active EE | $2,755 | $4,719-41.6% | $4,234-34.9% | $6,400-56.9% |
| Admin fee / account holder | $3,326 | $6,231-46.6% | $5,420-38.6% | $11,426-70.9% |