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 | $24,679 | $48,076-48.7% | $78,689-68.6% | $62,891-60.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.76% | 31.35%-32.1pp | 62.18%-62.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $1,903 | $2,015-5.6% | $2,851-33.3% | $2,281-16.6% |
| Participant deferral / active EE | $2,828 | $2,588+9.3% | $3,517-19.6% | $3,203-11.7% |
| Admin fee / account holder | $2,674 | $3,207-16.6% | $4,510-40.7% | $4,296-37.7% |