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 | $32,524 | $95,971-66.1% | $74,550-56.4% | $135,375-76.0% |
| Participation rate | 70.6% | 75.7%-5.1pp | 69.1%+1.4pp | 82.6%-12.1pp |
| Annual return | -10.97% | 56.96%-67.9pp | 32.53%-43.5pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,292 | $2,716-52.4% | $1,961-34.1% | $4,779-73.0% |
| Participant deferral / active EE | $2,848 | $3,843-25.9% | $3,108-8.4% | $5,609-49.2% |
| Admin fee / account holder | $1,544 | $6,522-76.3% | $5,060-69.5% | $10,827-85.7% |