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 | $22,523 | $111,724-79.8% | $93,606-75.9% | $145,922-84.6% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | -38.14% | 202.98%-241.1pp | 133.20%-171.3pp | 561.29%-599.4pp |
| Employer contribution / active EE | $797 | $3,090-74.2% | $2,420-67.0% | $4,660-82.9% |
| Participant deferral / active EE | $2,058 | $4,912-58.1% | $4,411-53.4% | $6,688-69.2% |
| Admin fee / account holder | $14,456 | $10,250+41.0% | $8,285+74.5% | $13,397+7.9% |