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 | $43,007 | $95,971-55.2% | $74,550-42.3% | $135,375-68.2% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | -11.23% | 56.96%-68.2pp | 32.53%-43.8pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,405 | $2,716-48.3% | $1,961-28.3% | $4,779-70.6% |
| Participant deferral / active EE | $2,934 | $3,843-23.7% | $3,108-5.6% | $5,609-47.7% |
| Admin fee / account holder | $1,706 | $6,522-73.8% | $5,060-66.3% | $10,827-84.2% |