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 | $21,566 | $54,350-60.3% | $82,719-73.9% | $68,494-68.5% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -22.92% | -13.67%-9.3pp | 701.18%-724.1pp | -7.84%-15.1pp |
| Employer contribution / active EE | $1,370 | $2,218-38.3% | $3,009-54.5% | $2,596-47.3% |
| Participant deferral / active EE | $1,947 | $3,246-40.0% | $4,395-55.7% | $4,027-51.6% |
| Admin fee / account holder | $1,378 | $4,395-68.6% | $5,329-74.1% | $5,403-74.5% |