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 | $47,700 | $140,588-66.1% | $123,104-61.3% | $125,391-62.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -9.21% | 16.80%-26.0pp | 13.22%-22.4pp | 282.22%-291.4pp |
| Employer contribution / active EE | $1,993 | $6,041-67.0% | $5,151-61.3% | $4,866-59.0% |
| Participant deferral / active EE | $4,509 | $6,980-35.4% | $6,230-27.6% | $5,352-15.7% |
| Admin fee / account holder | $11,032 | $11,198-1.5% | $9,015+22.4% | $9,540+15.6% |