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 | $51,652 | $50,958+1.4% | $74,550-30.7% | $64,186-19.5% |
| Participation rate | 95.7% | 61.1%+34.7pp | 69.1%+26.6pp | 69.6%+26.2pp |
| Annual return | -8.08% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,115 | $1,115+179.3% | $1,961+58.9% | $2,381+30.8% |
| Participant deferral / active EE | $2,347 | $2,301+2.0% | $3,108-24.5% | $3,470-32.4% |
| Admin fee / account holder | $3,300 | $4,223-21.9% | $5,060-34.8% | $4,888-32.5% |