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 | $44,609 | $54,541-18.2% | $78,778-43.4% | $70,131-36.4% |
| Participation rate | 76.1% | 60.8%+15.3pp | 69.2%+6.9pp | 69.5%+6.5pp |
| Annual return | -8.47% | 21.07%-29.5pp | 35.62%-44.1pp | 73.14%-81.6pp |
| Employer contribution / active EE | $851 | $1,089-21.8% | $1,986-57.1% | $2,342-63.7% |
| Participant deferral / active EE | $6,280 | $2,210+184.2% | $2,958+112.3% | $3,332+88.5% |
| Admin fee / account holder | $6,015 | $3,709+62.2% | $5,134+17.2% | $4,645+29.5% |