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 | $68,618 | $87,540-21.6% | $75,781-9.5% | $125,391-45.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.26% | 13.48%-17.7pp | 9.68%-13.9pp | 282.22%-286.5pp |
| Employer contribution / active EE | $3,034 | $3,930-22.8% | $3,323-8.7% | $4,866-37.6% |
| Participant deferral / active EE | $3,529 | $4,229-16.6% | $3,651-3.4% | $5,352-34.1% |
| Admin fee / account holder | $3,872 | $6,502-40.5% | $5,299-26.9% | $9,540-59.4% |