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 | $29,718 | $42,894-30.7% | $60,874-51.2% | $68,494-56.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.87% | -13.98%-5.9pp | 16.90%-36.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,346 | $1,978+69.2% | $2,701+23.9% | $2,596+28.9% |
| Participant deferral / active EE | $4,389 | $2,867+53.1% | $3,817+15.0% | $4,027+9.0% |
| Admin fee / account holder | $2,496 | $3,101-19.5% | $3,224-22.6% | $5,403-53.8% |