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 | $37,150 | $92,222-59.7% | $76,768-51.6% | $135,375-72.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -10.40% | 5.46%-15.9pp | 2.43%-12.8pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,775 | $3,216-13.7% | $2,485+11.7% | $4,779-41.9% |
| Participant deferral / active EE | $5,514 | $4,509+22.3% | $3,852+43.2% | $5,609-1.7% |
| Admin fee / account holder | $306 | $10,748-97.2% | $6,675-95.4% | $10,827-97.2% |