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 | $64,064 | $110,094-41.8% | $151,611-57.7% | $68,494-6.5% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -19.85% | -10.12%-9.7pp | 3.33%-23.2pp | -7.84%-12.0pp |
| Employer contribution / active EE | $6,167 | $4,471+38.0% | $6,1660% | $2,596+137.5% |
| Participant deferral / active EE | $5,245 | $6,527-19.6% | $8,363-37.3% | $4,027+30.3% |
| Admin fee / account holder | $2,011 | $7,719-73.9% | $11,616-82.7% | $5,403-62.8% |