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 | $16,046 | $90,600-82.3% | $79,464-79.8% | $135,375-88.1% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -10.85% | 977.43%-988.3pp | 718.14%-729.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $446 | $3,068-85.5% | $2,800-84.1% | $4,779-90.7% |
| Participant deferral / active EE | $3,099 | $4,050-23.5% | $3,704-16.3% | $5,609-44.7% |
| Admin fee / account holder | $321 | $5,907-94.6% | $5,113-93.7% | $10,827-97.0% |