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 | $64,831 | $76,912-15.7% | $129,110-49.8% | $68,494-5.3% |
| Participation rate | 71.4% | 69.1%+2.3pp | 77.3%-5.8pp | 67.9%+3.5pp |
| Annual return | -19.27% | -9.78%-9.5pp | -10.94%-8.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,460 | $4,732+36.5% | $6,542-1.3% | $4,027+60.4% |
| Admin fee / account holder | $4,524 | $6,638-31.9% | $14,302-68.4% | $5,403-16.3% |