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 | $22,511 | $58,577-61.6% | $83,333-73.0% | $64,186-64.9% |
| Participation rate | 77.1% | 72.0%+5.1pp | 77.8%-0.7pp | 69.6%+7.5pp |
| Annual return | -9.37% | 9.65%-19.0pp | 10.63%-20.0pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,064 | $2,098+46.0% | $3,379-9.3% | $2,381+28.7% |
| Participant deferral / active EE | $5,245 | $4,654+12.7% | $5,565-5.7% | $3,470+51.2% |
| Admin fee / account holder | $2,626 | $9,275-71.7% | $7,510-65.0% | $4,888-46.3% |