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 | $17,651 | $95,971-81.6% | $74,550-76.3% | $135,375-87.0% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -11.00% | 56.96%-68.0pp | 32.53%-43.5pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,479 | $2,716-45.5% | $1,961-24.6% | $4,779-69.1% |
| Participant deferral / active EE | $3,751 | $3,843-2.4% | $3,108+20.7% | $5,609-33.1% |
| Admin fee / account holder | $469 | $6,522-92.8% | $5,060-90.7% | $10,827-95.7% |