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 | $48,640 | $52,903-8.1% | $73,307-33.6% | $59,632-18.4% |
| Participation rate | 77.8% | 68.2%+9.5pp | 74.9%+2.9pp | 68.7%+9.1pp |
| Annual return | -3.08% | 12.20%-15.3pp | 5.67%-8.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $698 | $1,909-63.4% | $3,237-78.4% | $2,203-68.3% |
| Participant deferral / active EE | $1,956 | $4,069-51.9% | $4,991-60.8% | $3,192-38.7% |
| Admin fee / account holder | $9,724 | $3,834+153.6% | $5,637+72.5% | $4,297+126.3% |