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 | $19,788 | $97,044-79.6% | $83,333-76.3% | $135,375-85.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -17.12% | 12.31%-29.4pp | 10.63%-27.8pp | 519.73%-536.9pp |
| Employer contribution / active EE | $2,066 | $4,143-50.1% | $3,379-38.9% | $4,779-56.8% |
| Participant deferral / active EE | $7,703 | $5,964+29.2% | $5,565+38.4% | $5,609+37.3% |
| Admin fee / account holder | $1,128 | $8,380-86.5% | $7,510-85.0% | $10,827-89.6% |