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 | $94,343 | $64,707+45.8% | $112,228-15.9% | $68,494+37.7% |
| Participation rate | 90.2% | 67.2%+23.1pp | 75.1%+15.2pp | 67.9%+22.4pp |
| Annual return | -20.21% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,120 | $2,746-59.2% | $3,635-69.2% | $2,596-56.9% |
| Participant deferral / active EE | $4,719 | $3,565+32.4% | $4,728-0.2% | $4,027+17.2% |
| Admin fee / account holder | $644 | $5,232-87.7% | $6,410-89.9% | $5,403-88.1% |