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 | $71,794 | $71,883-0.1% | $86,677-17.2% | $68,494+4.8% |
| Participation rate | 88.1% | 72.2%+15.9pp | 76.6%+11.6pp | 67.9%+20.2pp |
| Annual return | -22.11% | 3.52%-25.6pp | 35.91%-58.0pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,878 | $2,173-13.6% | $2,836-33.8% | $2,596-27.7% |
| Participant deferral / active EE | $1,782 | $3,779-52.8% | $4,656-61.7% | $4,027-55.7% |
| Admin fee / account holder | $6,527 | $6,112+6.8% | $7,493-12.9% | $5,403+20.8% |