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 | $43,857 | $87,540-49.9% | $75,781-42.1% | $125,391-65.0% |
| Participation rate | 89.5% | 80.2%+9.3pp | 75.8%+13.7pp | 83.2%+6.3pp |
| Annual return | -4.69% | 13.48%-18.2pp | 9.68%-14.4pp | 282.22%-286.9pp |
| Employer contribution / active EE | $1,759 | $3,930-55.2% | $3,323-47.1% | $4,866-63.8% |
| Participant deferral / active EE | $3,016 | $4,229-28.7% | $3,651-17.4% | $5,352-43.6% |
| Admin fee / account holder | $624 | $6,502-90.4% | $5,299-88.2% | $9,540-93.5% |