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 | $58,585 | $63,764-8.1% | $81,930-28.5% | $79,858-26.6% |
| Participation rate | 84.6% | 67.5%+17.1pp | 72.0%+12.6pp | 69.6%+15.0pp |
| Annual return | -0.60% | 22.66%-23.3pp | 29.49%-30.1pp | 31.71%-32.3pp |
| Employer contribution / active EE | $1,180 | $1,795-34.3% | $4,310-72.6% | $2,471-52.2% |
| Participant deferral / active EE | $2,804 | $2,780+0.8% | $7,107-60.5% | $3,740-25.0% |
| Admin fee / account holder | $4,316 | $4,426-2.5% | $5,158-16.3% | $5,306-18.7% |