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 | $55,204 | $70,587-21.8% | $124,672-55.7% | $85,850-35.7% |
| Participation rate | 88.7% | 64.4%+24.3pp | 74.6%+14.1pp | 69.3%+19.4pp |
| Annual return | -92.42% | 20688.83%-20781.2pp | 5142.93%-5235.3pp | 318.53%-410.9pp |
| Employer contribution / active EE | $1,647 | $1,913-13.9% | $3,324-50.4% | $2,565-35.8% |
| Participant deferral / active EE | $4,065 | $2,969+36.9% | $4,614-11.9% | $3,952+2.9% |
| Admin fee / account holder | $4,596 | $5,282-13.0% | $7,493-38.7% | $6,260-26.6% |