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 | $35,806 | $59,805-40.1% | $79,550-55.0% | $68,494-47.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -19.74% | -12.30%-7.4pp | 0.16%-19.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $4,132 | $1,505+174.6% | $2,413+71.2% | $2,596+59.2% |
| Participant deferral / active EE | $6,066 | $3,024+100.6% | $3,985+52.2% | $4,027+50.6% |
| Admin fee / account holder | $2,323 | $4,835-52.0% | $6,832-66.0% | $5,403-57.0% |