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 | $39,238 | $102,966-61.9% | $90,281-56.5% | $152,861-74.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -0.31% | 95.16%-95.5pp | 78.10%-78.4pp | 345.32%-345.6pp |
| Employer contribution / active EE | $1,847 | $3,139-41.2% | $2,854-35.3% | $4,762-61.2% |
| Participant deferral / active EE | $2,818 | $4,281-34.2% | $3,885-27.5% | $5,850-51.8% |
| Admin fee / account holder | $39,221 | $6,171+535.6% | $5,351+632.9% | $11,596+238.2% |