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 | $82,744 | $64,707+27.9% | $112,228-26.3% | $68,494+20.8% |
| Participation rate | 77.5% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.6pp |
| Annual return | -20.81% | -11.40%-9.4pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,008 | $2,746-63.3% | $3,635-72.3% | $2,596-61.2% |
| Participant deferral / active EE | $4,160 | $3,565+16.7% | $4,728-12.0% | $4,027+3.3% |
| Admin fee / account holder | $1,715 | $5,232-67.2% | $6,410-73.2% | $5,403-68.3% |