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 | $91,173 | $115,770-21.2% | $101,248-10.0% | $158,922-42.6% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | -3.51% | 56.14%-59.6pp | 46.47%-50.0pp | 302.83%-306.3pp |
| Employer contribution / active EE | $1,986 | $4,175-52.4% | $3,660-45.7% | $4,761-58.3% |
| Participant deferral / active EE | $4,322 | $4,957-12.8% | $4,370-1.1% | $5,982-27.7% |
| Admin fee / account holder | $45,299 | $7,245+525.2% | $5,945+661.9% | $11,246+302.8% |