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 | $65,781 | $106,543-38.3% | $91,220-27.9% | $134,475-51.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -27.67% | 160.60%-188.3pp | 114.01%-141.7pp | 417.96%-445.6pp |
| Employer contribution / active EE | $1,986 | $3,331-40.4% | $2,850-30.3% | $4,740-58.1% |
| Participant deferral / active EE | $3,076 | $4,719-34.8% | $4,234-27.3% | $6,400-51.9% |
| Admin fee / account holder | $803 | $6,231-87.1% | $5,420-85.2% | $11,426-93.0% |