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 | $66,249 | $54,350+21.9% | $82,719-19.9% | $68,494-3.3% |
| Participation rate | 74.1% | 63.9%+10.2pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -23.48% | -13.67%-9.8pp | 701.18%-724.7pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,438 | $2,218-35.2% | $3,009-52.2% | $2,596-44.6% |
| Participant deferral / active EE | $4,610 | $3,246+42.0% | $4,395+4.9% | $4,027+14.5% |
| Admin fee / account holder | $1,232 | $4,395-72.0% | $5,329-76.9% | $5,403-77.2% |