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 | $31,362 | $127,100-75.3% | $105,738-70.3% | $135,375-76.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.76% | 4.49%-14.3pp | 6.27%-16.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,963 | $4,107-27.9% | $3,268-9.4% | $4,779-38.0% |
| Participant deferral / active EE | $8,473 | $5,064+67.3% | $4,080+107.7% | $5,609+51.1% |
| Admin fee / account holder | $446 | $9,087-95.1% | $6,913-93.5% | $10,827-95.9% |