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 | $118,399 | $190,805-37.9% | $159,960-26.0% | $134,475-12.0% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -20.88% | 552.23%-573.1pp | 408.60%-429.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,224 | $4,995-55.5% | $4,226-47.4% | $4,740-53.1% |
| Participant deferral / active EE | $8,469 | $6,923+22.3% | $6,182+37.0% | $6,400+32.3% |
| Admin fee / account holder | $2,852 | $10,471-72.8% | $8,698-67.2% | $11,426-75.0% |