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 | $23,464 | $167,307-86.0% | $143,757-83.7% | $134,475-82.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -40.06% | 0.46%-40.5pp | -0.04%-40.0pp | 417.96%-458.0pp |
| Employer contribution / active EE | $3,980 | $5,619-29.2% | $4,951-19.6% | $4,740-16.0% |
| Participant deferral / active EE | $3,156 | $6,446-51.0% | $5,637-44.0% | $6,400-50.7% |
| Admin fee / account holder | $985 | $18,088-94.6% | $14,673-93.3% | $11,426-91.4% |