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 | $37,153 | $63,861-41.8% | $104,607-64.5% | $79,858-53.5% |
| Participation rate | 75.5% | 64.9%+10.6pp | 74.1%+1.4pp | 69.6%+5.9pp |
| Annual return | -44.26% | 21.30%-65.6pp | 340.46%-384.7pp | 31.71%-76.0pp |
| Employer contribution / active EE | $1,741 | $1,588+9.6% | $2,681-35.0% | $2,471-29.5% |
| Participant deferral / active EE | $3,668 | $2,693+36.2% | $3,740-1.9% | $3,740-1.9% |
| Admin fee / account holder | $2,544 | $4,185-39.2% | $6,473-60.7% | $5,306-52.1% |