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 | $48,747 | $52,836-7.7% | $105,738-53.9% | $64,186-24.1% |
| Participation rate | 83.9% | 66.5%+17.3pp | 76.3%+7.5pp | 69.6%+14.3pp |
| Annual return | -9.23% | 14.30%-23.5pp | 6.27%-15.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,772 | $1,827-3.0% | $3,268-45.8% | $2,381-25.6% |
| Participant deferral / active EE | $4,594 | $2,545+80.5% | $4,080+12.6% | $3,470+32.4% |
| Admin fee / account holder | $2,498 | $3,959-36.9% | $6,913-63.9% | $4,888-48.9% |