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 | $58,913 | $72,177-18.4% | $115,037-48.8% | $59,632-1.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -7.33% | 12.02%-19.3pp | 26.14%-33.5pp | 2041.28%-2048.6pp |
| Employer contribution / active EE | $3,000 | $2,841+5.6% | $4,608-34.9% | $2,203+36.2% |
| Participant deferral / active EE | $6,636 | $4,783+38.7% | $6,026+10.1% | $3,192+107.9% |
| Admin fee / account holder | $10,563 | $4,927+114.4% | $8,175+29.2% | $4,297+145.8% |