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 | $47,098 | $127,100-62.9% | $105,738-55.5% | $135,375-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 4.49%-13.6pp | 6.27%-15.4pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,403 | $4,107-41.5% | $3,268-26.5% | $4,779-49.7% |
| Participant deferral / active EE | $5,373 | $5,064+6.1% | $4,080+31.7% | $5,609-4.2% |
| Admin fee / account holder | $408 | $9,087-95.5% | $6,913-94.1% | $10,827-96.2% |