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 | $30,549 | $82,664-63.0% | $125,339-75.6% | $68,494-55.4% |
| Participation rate | 75.6% | 75.0%+0.5pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -22.59% | -5.97%-16.6pp | 572.05%-594.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,876 | $3,381-14.9% | $4,814-40.2% | $2,596+10.8% |
| Participant deferral / active EE | $5,523 | $6,110-9.6% | $7,446-25.8% | $4,027+37.1% |
| Admin fee / account holder | $1,656 | $6,275-73.6% | $10,010-83.5% | $5,403-69.3% |