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 7-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 | $109,914 | $190,805-42.4% | $159,960-31.3% | $134,475-18.3% |
| Participation rate | 72.7% | 81.9%-9.2pp | 78.0%-5.2pp | 81.2%-8.5pp |
| Annual return | -30.15% | 552.23%-582.4pp | 408.60%-438.8pp | 417.96%-448.1pp |
| Employer contribution / active EE | $1,915 | $4,995-61.7% | $4,226-54.7% | $4,740-59.6% |
| Participant deferral / active EE | $2,718 | $6,923-60.7% | $6,182-56.0% | $6,400-57.5% |
| Admin fee / account holder | $6,060 | $10,471-42.1% | $8,698-30.3% | $11,426-47.0% |