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 | $24,254 | $127,386-81.0% | $115,037-78.9% | $125,391-80.7% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -7.36% | 31.28%-38.6pp | 26.14%-33.5pp | 282.22%-289.6pp |
| Employer contribution / active EE | $3,453 | $5,166-33.2% | $4,608-25.1% | $4,866-29.0% |
| Participant deferral / active EE | $5,119 | $6,423-20.3% | $6,026-15.1% | $5,352-4.3% |
| Admin fee / account holder | $306 | $9,516-96.8% | $8,175-96.3% | $9,540-96.8% |