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 | $61,000 | $94,529-35.5% | $140,016-56.4% | $64,186-5.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -8.68% | 7.77%-16.5pp | 651.12%-659.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,333 | $3,812-12.6% | $5,606-40.6% | $2,381+40.0% |
| Participant deferral / active EE | $14,082 | $5,250+168.2% | $6,927+103.3% | $3,470+305.9% |
| Admin fee / account holder | $839 | $6,741-87.6% | $10,705-92.2% | $4,888-82.8% |