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 | $79,632 | $167,307-52.4% | $143,757-44.6% | $134,475-40.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -20.29% | 0.46%-20.8pp | -0.04%-20.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,378 | $5,619-39.9% | $4,951-31.8% | $4,740-28.7% |
| Participant deferral / active EE | $8,502 | $6,446+31.9% | $5,637+50.8% | $6,400+32.8% |
| Admin fee / account holder | $1,951 | $18,088-89.2% | $14,673-86.7% | $11,426-82.9% |