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 | $31,075 | $92,222-66.3% | $76,768-59.5% | $135,375-77.0% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -11.90% | 5.46%-17.4pp | 2.43%-14.3pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,765 | $3,216-45.1% | $2,485-29.0% | $4,779-63.1% |
| Participant deferral / active EE | $6,716 | $4,509+49.0% | $3,852+74.4% | $5,609+19.7% |
| Admin fee / account holder | $800 | $10,748-92.6% | $6,675-88.0% | $10,827-92.6% |