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 | $29,104 | $105,860-72.5% | $90,749-67.9% | $134,475-78.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.61% | -11.01%-12.6pp | -12.16%-11.4pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,682 | $3,462-22.5% | $2,921-8.2% | $4,740-43.4% |
| Participant deferral / active EE | $4,201 | $5,216-19.4% | $4,564-7.9% | $6,400-34.4% |
| Admin fee / account holder | $4,428 | $13,938-68.2% | $8,445-47.6% | $11,426-61.2% |