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 | $60,618 | $72,388-16.3% | $111,392-45.6% | $64,186-5.6% |
| Participation rate | 93.1% | 70.5%+22.6pp | 78.9%+14.2pp | 69.6%+23.5pp |
| Annual return | -9.17% | -1.50%-7.7pp | -2.06%-7.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $5,564 | $3,000+85.5% | $4,328+28.6% | $2,381+133.7% |
| Participant deferral / active EE | $10,011 | $4,241+136.0% | $5,567+79.8% | $3,470+188.5% |
| Admin fee / account holder | $2,510 | $5,719-56.1% | $12,266-79.5% | $4,888-48.7% |