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 | $92,488 | $71,883+28.7% | $86,677+6.7% | $68,494+35.0% |
| Participation rate | 87.9% | 72.2%+15.6pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -19.99% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $4,606 | $2,173+112.0% | $2,836+62.4% | $2,596+77.4% |
| Participant deferral / active EE | $3,128 | $3,779-17.2% | $4,656-32.8% | $4,027-22.3% |
| Admin fee / account holder | $8,020 | $6,112+31.2% | $7,493+7.0% | $5,403+48.4% |