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 | $57,871 | $80,968-28.5% | $96,544-40.1% | $75,163-23.0% |
| Participation rate | 70.6% | 71.8%-1.2pp | 76.0%-5.4pp | 67.2%+3.4pp |
| Annual return | -10.33% | 27.06%-37.4pp | 25.84%-36.2pp | 160.62%-170.9pp |
| Employer contribution / active EE | $2,017 | $2,282-11.6% | $2,965-32.0% | $2,670-24.5% |
| Participant deferral / active EE | $3,878 | $3,928-1.3% | $4,851-20.1% | $4,125-6.0% |
| Admin fee / account holder | $2,187 | $6,724-67.5% | $8,252-73.5% | $5,651-61.3% |