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 | $43,928 | $82,664-46.9% | $125,339-65.0% | $68,494-35.9% |
| Participation rate | 74.2% | 75.0%-0.8pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -23.32% | -5.97%-17.3pp | 572.05%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,709 | $6,110-39.3% | $7,446-50.2% | $4,027-7.9% |
| Admin fee / account holder | $5,478 | $6,275-12.7% | $10,010-45.3% | $5,403+1.4% |