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 | $34,609 | $135,635-74.5% | $110,238-68.6% | $135,375-74.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.29% | 513.19%-524.5pp | 314.74%-326.0pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,837 | $4,906-62.6% | $3,826-52.0% | $4,779-61.6% |
| Participant deferral / active EE | $5,728 | $5,506+4.0% | $4,672+22.6% | $5,609+2.1% |
| Admin fee / account holder | $477 | $11,457-95.8% | $8,547-94.4% | $10,827-95.6% |