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 | $98,806 | $45,863+115.4% | $77,024+28.3% | $68,494+44.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -22.48% | 1.72%-24.2pp | 42.32%-64.8pp | -7.84%-14.6pp |
| Employer contribution / active EE | $6,485 | $1,650+293.2% | $2,812+130.6% | $2,596+149.8% |
| Participant deferral / active EE | $5,291 | $2,962+78.6% | $4,426+19.5% | $4,027+31.4% |
| Admin fee / account holder | $1,541 | $3,041-49.3% | $5,425-71.6% | $5,403-71.5% |