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 | $57,689 | $52,836+9.2% | $105,738-45.4% | $64,186-10.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -7.97% | 14.30%-22.3pp | 6.27%-14.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,736 | $1,827-5.0% | $3,268-46.9% | $2,381-27.1% |
| Participant deferral / active EE | $5,265 | $2,545+106.9% | $4,080+29.1% | $3,470+51.8% |
| Admin fee / account holder | $1,349 | $3,959-65.9% | $6,913-80.5% | $4,888-72.4% |