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 | $38,065 | $97,044-60.8% | $83,333-54.3% | $135,375-71.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.95% | 12.31%-22.3pp | 10.63%-20.6pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,166 | $4,143-47.7% | $3,379-35.9% | $4,779-54.7% |
| Participant deferral / active EE | $7,016 | $5,964+17.6% | $5,565+26.1% | $5,609+25.1% |
| Admin fee / account holder | $2,356 | $8,380-71.9% | $7,510-68.6% | $10,827-78.2% |