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 4-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 | $28,009 | $63,442-55.9% | $68,791-59.3% | $66,914-58.1% |
| Participation rate | 79.2% | 60.0%+19.3pp | 69.0%+10.2pp | 69.8%+9.4pp |
| Annual return | -18.52% | -8.29%-10.2pp | -6.38%-12.1pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,699 | $1,775-4.3% | $2,655-36.0% | $2,544-33.2% |
| Participant deferral / active EE | $3,780 | $2,945+28.4% | $3,941-4.1% | $4,237-10.8% |
| Admin fee / account holder | $1,239 | $577+114.7% | $4,932-74.9% | $593+108.9% |