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 | $64,472 | $73,004-11.7% | $90,749-29.0% | $68,494-5.9% |
| Participation rate | 91.2% | 70.8%+20.3pp | 75.7%+15.5pp | 67.9%+23.3pp |
| Annual return | -20.25% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $5,414 | $2,193+146.9% | $2,921+85.3% | $2,596+108.5% |
| Participant deferral / active EE | $11,108 | $3,627+206.3% | $4,564+143.4% | $4,027+175.8% |
| Admin fee / account holder | $3,948 | $5,896-33.0% | $8,445-53.3% | $5,403-26.9% |