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 | $31,362 | $48,265-35.0% | $68,791-54.4% | $68,494-54.2% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | -20.96% | -12.71%-8.3pp | -6.38%-14.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $3,463 | $1,829+89.4% | $2,655+30.4% | $2,596+33.4% |
| Participant deferral / active EE | $6,080 | $2,867+112.1% | $3,941+54.3% | $4,027+51.0% |
| Admin fee / account holder | $2,800 | $4,355-35.7% | $4,932-43.2% | $5,403-48.2% |