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 | $85,065 | $59,805+42.2% | $79,550+6.9% | $68,494+24.2% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.5%+25.6pp | 67.9%+27.2pp |
| Annual return | -21.48% | -12.30%-9.2pp | 0.16%-21.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,097 | $1,505-27.1% | $2,413-54.5% | $2,596-57.7% |
| Participant deferral / active EE | $5,953 | $3,024+96.8% | $3,985+49.4% | $4,027+47.8% |
| Admin fee / account holder | $9,806 | $4,835+102.8% | $6,832+43.5% | $5,403+81.5% |