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 7-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 | $59,976 | $159,901-62.5% | $146,958-59.2% | $145,922-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -11.86% | 98.13%-110.0pp | 418.34%-430.2pp | 561.29%-573.1pp |
| Employer contribution / active EE | $2,124 | $5,286-59.8% | $4,933-56.9% | $4,660-54.4% |
| Participant deferral / active EE | $17,489 | $8,428+107.5% | $8,070+116.7% | $6,688+161.5% |
| Admin fee / account holder | $17,540 | $15,044+16.6% | $12,998+34.9% | $13,397+30.9% |