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 | $76,691 | $72,607+5.6% | $90,749-15.5% | $66,914+14.6% |
| Participation rate | 78.2% | 73.7%+4.5pp | 75.7%+2.5pp | 69.8%+8.4pp |
| Annual return | -18.12% | -12.28%-5.8pp | -12.16%-6.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,063 | $2,369-55.1% | $2,921-63.6% | $2,544-58.2% |
| Participant deferral / active EE | $3,643 | $3,977-8.4% | $4,564-20.2% | $4,237-14.0% |
| Admin fee / account holder | $6,842 | $707+867.4% | $8,445-19.0% | $593+1053.3% |