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 6-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 | $39,644 | $89,355-55.6% | $141,162-71.9% | $72,985-45.7% |
| Participation rate | 97.7% | 75.1%+22.6pp | 82.5%+15.2pp | 69.5%+28.2pp |
| Annual return | -5.03% | 111.85%-116.9pp | 71.39%-76.4pp | 81.00%-86.0pp |
| Employer contribution / active EE | $4,676 | $3,114+50.1% | $4,735-1.3% | $2,440+91.6% |
| Participant deferral / active EE | $5,178 | $5,418-4.4% | $6,709-22.8% | $3,607+43.5% |
| Admin fee / account holder | $16,466 | $5,958+176.4% | $10,261+60.5% | $5,124+221.3% |