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 | $44,099 | $50,958-13.5% | $74,550-40.8% | $64,186-31.3% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.1%+21.2pp | 69.6%+20.8pp |
| Annual return | -8.12% | -1.86%-6.3pp | 32.53%-40.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $3,536 | $1,115+217.1% | $1,961+80.3% | $2,381+48.5% |
| Participant deferral / active EE | $6,849 | $2,301+197.6% | $3,108+120.4% | $3,470+97.4% |
| Admin fee / account holder | $2,371 | $4,223-43.9% | $5,060-53.1% | $4,888-51.5% |