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 | $50,010 | $77,813-35.7% | $123,544-59.5% | $64,186-22.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.77% | 12.48%-22.3pp | 119.20%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,708 | $3,014-43.3% | $4,628-63.1% | $2,381-28.3% |
| Participant deferral / active EE | $4,209 | $5,240-19.7% | $6,426-34.5% | $3,470+21.3% |
| Admin fee / account holder | $1,813 | $5,519-67.1% | $9,284-80.5% | $4,888-62.9% |