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 | $95,215 | $167,484-43.1% | $151,611-37.2% | $134,475-29.2% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.5%-10.2pp | 81.2%-3.9pp |
| Annual return | -26.05% | 7.80%-33.9pp | 3.33%-29.4pp | 417.96%-444.0pp |
| Employer contribution / active EE | $3,716 | $6,829-45.6% | $6,166-39.7% | $4,740-21.6% |
| Participant deferral / active EE | $11,380 | $8,986+26.6% | $8,363+36.1% | $6,400+77.8% |
| Admin fee / account holder | $2,992 | $13,783-78.3% | $11,616-74.2% | $11,426-73.8% |