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 | $21,070 | $211,958-90.1% | $169,463-87.6% | $135,375-84.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.03% | 3.26%-13.3pp | 1.83%-11.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,700 | $5,120-47.3% | $4,159-35.1% | $4,779-43.5% |
| Participant deferral / active EE | $4,497 | $6,075-26.0% | $5,277-14.8% | $5,609-19.8% |
| Admin fee / account holder | $1,160 | $11,471-89.9% | $9,109-87.3% | $10,827-89.3% |