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 | $22,217 | $42,894-48.2% | $60,874-63.5% | $68,494-67.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -19.59% | -13.98%-5.6pp | 16.90%-36.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,606 | $1,978+31.7% | $2,701-3.5% | $2,596+0.4% |
| Participant deferral / active EE | $4,807 | $2,867+67.7% | $3,817+25.9% | $4,027+19.4% |
| Admin fee / account holder | $3,086 | $3,101-0.5% | $3,224-4.3% | $5,403-42.9% |