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 | $106,566 | $71,883+48.2% | $86,677+22.9% | $68,494+55.6% |
| Participation rate | 89.7% | 72.2%+17.4pp | 76.6%+13.1pp | 67.9%+21.8pp |
| Annual return | -25.16% | 3.52%-28.7pp | 35.91%-61.1pp | -7.84%-17.3pp |
| Employer contribution / active EE | $2,234 | $2,173+2.8% | $2,836-21.2% | $2,596-14.0% |
| Participant deferral / active EE | $6,392 | $3,779+69.2% | $4,656+37.3% | $4,027+58.7% |
| Admin fee / account holder | $1,462 | $6,112-76.1% | $7,493-80.5% | $5,403-72.9% |