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 | $96,324 | $135,635-29.0% | $110,238-12.6% | $135,375-28.8% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -9.50% | 513.19%-522.7pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,259 | $4,906-74.3% | $3,826-67.1% | $4,779-73.7% |
| Participant deferral / active EE | $1,935 | $5,506-64.9% | $4,672-58.6% | $5,609-65.5% |
| Admin fee / account holder | $1,139 | $11,457-90.1% | $8,547-86.7% | $10,827-89.5% |