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 | $53,875 | $48,265+11.6% | $68,791-21.7% | $68,494-21.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -22.54% | -12.71%-9.8pp | -6.38%-16.2pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,673 | $1,829-8.5% | $2,655-37.0% | $2,596-35.6% |
| Participant deferral / active EE | $5,056 | $2,867+76.4% | $3,941+28.3% | $4,027+25.6% |
| Admin fee / account holder | $1,327 | $4,355-69.5% | $4,932-73.1% | $5,403-75.4% |