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 | $59,087 | $82,032-28.0% | $123,104-52.0% | $59,632-0.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -6.20% | 5.12%-11.3pp | 13.22%-19.4pp | 2041.28%-2047.5pp |
| Employer contribution / active EE | $5,068 | $3,297+53.7% | $5,151-1.6% | $2,203+130.1% |
| Participant deferral / active EE | $7,350 | $4,667+57.5% | $6,230+18.0% | $3,192+130.3% |
| Admin fee / account holder | $955 | $5,881-83.8% | $9,015-89.4% | $4,297-77.8% |