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 | $34,372 | $73,004-52.9% | $90,749-62.1% | $68,494-49.8% |
| Participation rate | 92.0% | 70.8%+21.2pp | 75.7%+16.3pp | 67.9%+24.1pp |
| Annual return | -21.44% | -13.81%-7.6pp | -12.16%-9.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $879 | $2,193-59.9% | $2,921-69.9% | $2,596-66.2% |
| Participant deferral / active EE | $2,859 | $3,627-21.2% | $4,564-37.4% | $4,027-29.0% |
| Admin fee / account holder | $3,821 | $5,896-35.2% | $8,445-54.7% | $5,403-29.3% |