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 | $83,482 | $81,900+1.9% | $119,609-30.2% | $68,494+21.9% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -21.76% | -23.82%+2.1pp | -14.97%-6.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,278 | $2,693+21.7% | $4,232-22.5% | $2,596+26.3% |
| Participant deferral / active EE | $5,493 | $4,148+32.4% | $5,602-1.9% | $4,027+36.4% |
| Admin fee / account holder | $1,518 | $6,582-76.9% | $10,323-85.3% | $5,403-71.9% |