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 | $50,002 | $95,862-47.8% | $79,550-37.1% | $134,475-62.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -20.66% | -2.69%-18.0pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,726 | $3,128-12.8% | $2,413+13.0% | $4,740-42.5% |
| Participant deferral / active EE | $3,962 | $4,693-15.6% | $3,985-0.6% | $6,400-38.1% |
| Admin fee / account holder | $1,596 | $9,126-82.5% | $6,832-76.6% | $11,426-86.0% |