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 | $81,052 | $62,586+29.5% | $76,768+5.6% | $64,186+26.3% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | -10.91% | -1.95%-9.0pp | 2.43%-13.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,368 | $1,832-25.4% | $2,485-45.0% | $2,381-42.6% |
| Participant deferral / active EE | $5,071 | $3,145+61.2% | $3,852+31.7% | $3,470+46.1% |
| Admin fee / account holder | $2,145 | $4,667-54.0% | $6,675-67.9% | $4,888-56.1% |