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 | $55,985 | $49,025+14.2% | $87,507-36.0% | $62,891-11.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -3.69% | 10.02%-13.7pp | 12.21%-15.9pp | 20.14%-23.8pp |
| Employer contribution / active EE | $5,845 | $1,372+326.1% | $2,550+129.2% | $2,281+156.3% |
| Participant deferral / active EE | $1,289 | $2,289-43.7% | $3,149-59.0% | $3,203-59.7% |
| Admin fee / account holder | $8,884 | $4,065+118.5% | $4,221+110.5% | $4,296+106.8% |