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 | $13,690 | $75,828-81.9% | $147,614-90.7% | $59,632-77.0% |
| Participation rate | 98.7% | 71.6%+27.1pp | 84.6%+14.0pp | 68.7%+30.0pp |
| Annual return | -24.16% | 0.37%-24.5pp | 61.98%-86.1pp | 2041.28%-2065.4pp |
| Employer contribution / active EE | $1,951 | $3,485-44.0% | $5,564-64.9% | $2,203-11.4% |
| Participant deferral / active EE | $1,856 | $3,130-40.7% | $4,895-62.1% | $3,192-41.9% |
| Admin fee / account holder | $3,711 | $5,985-38.0% | $11,611-68.0% | $4,297-13.6% |