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 | $49,338 | $82,664-40.3% | $125,339-60.6% | $68,494-28.0% |
| Participation rate | 72.5% | 75.0%-2.5pp | 82.4%-9.8pp | 67.9%+4.7pp |
| Annual return | -19.52% | -5.97%-13.5pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,146 | $3,381-6.9% | $4,814-34.6% | $2,596+21.2% |
| Participant deferral / active EE | $5,615 | $6,110-8.1% | $7,446-24.6% | $4,027+39.4% |
| Admin fee / account holder | $2,153 | $6,275-65.7% | $10,010-78.5% | $5,403-60.2% |