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 | $81,640 | $95,862-14.8% | $79,550+2.6% | $134,475-39.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -20.83% | -2.69%-18.1pp | 0.16%-21.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,450 | $3,128-21.7% | $2,413+1.5% | $4,740-48.3% |
| Participant deferral / active EE | $5,356 | $4,693+14.1% | $3,985+34.4% | $6,400-16.3% |
| Admin fee / account holder | $1,258 | $9,126-86.2% | $6,832-81.6% | $11,426-89.0% |