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 | $66,542 | $83,477-20.3% | $125,175-46.8% | $72,985-8.8% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | -1.78% | 25.78%-27.6pp | 43.79%-45.6pp | 81.00%-82.8pp |
| Employer contribution / active EE | $4,838 | $2,345+106.3% | $3,865+25.2% | $2,440+98.3% |
| Participant deferral / active EE | $4,816 | $3,585+34.3% | $4,937-2.5% | $3,607+33.5% |
| Admin fee / account holder | $24,056 | $5,517+336.0% | $9,702+148.0% | $5,124+369.5% |