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 | $27,212 | $46,732-41.8% | $156,549-82.6% | $55,167-50.7% |
| Participation rate | 95.8% | 65.8%+30.0pp | 84.0%+11.7pp | 69.0%+26.8pp |
| Annual return | -1.25% | 17.72%-19.0pp | 32.23%-33.5pp | 169.23%-170.5pp |
| Employer contribution / active EE | $1,016 | $2,105-51.7% | $5,501-81.5% | $1,963-48.2% |
| Participant deferral / active EE | $4,072 | $2,204+84.7% | $4,871-16.4% | $3,054+33.3% |
| Admin fee / account holder | $504 | $418+20.4% | $13,027-96.1% | $5040% |