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 3-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 | $39,022 | $114,381-65.9% | $107,525-63.7% | $142,382-72.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -23.16% | 242.71%-265.9pp | 181.32%-204.5pp | 217.08%-240.2pp |
| Employer contribution / active EE | $4,111 | $4,015+2.4% | $3,754+9.5% | $4,299-4.4% |
| Participant deferral / active EE | $6,563 | $5,564+17.9% | $5,116+28.3% | $6,507+0.9% |
| Admin fee / account holder | $1,780 | $9,860-82.0% | $8,919-80.0% | $12,624-85.9% |