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 5-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 | $33,090 | $177,572-81.4% | $154,803-78.6% | $142,382-76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -71.69% | 65.07%-136.8pp | 58.88%-130.6pp | 217.08%-288.8pp |
| Employer contribution / active EE | $1,379 | $4,810-71.3% | $4,305-68.0% | $4,299-67.9% |
| Participant deferral / active EE | $11,233 | $6,272+79.1% | $5,540+102.7% | $6,507+72.6% |
| Admin fee / account holder | $33,635 | $16,786+100.4% | $14,329+134.7% | $12,624+166.4% |