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 | $48,450 | $142,344-66.0% | $119,609-59.5% | $134,475-64.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -29.18% | -12.44%-16.7pp | -14.97%-14.2pp | 417.96%-447.1pp |
| Employer contribution / active EE | $3,935 | $5,222-24.6% | $4,232-7.0% | $4,740-17.0% |
| Participant deferral / active EE | $9,716 | $6,469+50.2% | $5,602+73.4% | $6,400+51.8% |
| Admin fee / account holder | $607 | $13,584-95.5% | $10,323-94.1% | $11,426-94.7% |