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 | $53,321 | $59,186-9.9% | $76,768-30.5% | $56,287-5.3% |
| Participation rate | 97.0% | 75.2%+21.8pp | 77.0%+20.0pp | 69.9%+27.1pp |
| Annual return | -12.04% | 6.62%-18.7pp | 2.43%-14.5pp | -9.96%-2.1pp |
| Employer contribution / active EE | $2,150 | $1,759+22.3% | $2,485-13.5% | $2,111+1.8% |
| Participant deferral / active EE | $5,149 | $3,255+58.2% | $3,852+33.7% | $3,350+53.7% |
| Admin fee / account holder | $972 | $489+98.8% | $6,675-85.4% | $521+86.6% |