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 4-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 | $46,433 | $138,044-66.4% | $125,339-63.0% | $134,475-65.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -25.35% | 750.33%-775.7pp | 572.05%-597.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $3,798 | $5,243-27.6% | $4,814-21.1% | $4,740-19.9% |
| Participant deferral / active EE | $3,798 | $7,799-51.3% | $7,446-49.0% | $6,400-40.7% |
| Admin fee / account holder | $332 | $11,571-97.1% | $10,010-96.7% | $11,426-97.1% |