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 | $56,956 | $82,664-31.1% | $125,339-54.6% | $68,494-16.8% |
| Participation rate | 72.2% | 75.0%-2.8pp | 82.4%-10.1pp | 67.9%+4.3pp |
| Annual return | -19.40% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,906 | $3,381-14.1% | $4,814-39.6% | $2,596+11.9% |
| Participant deferral / active EE | $5,162 | $6,110-15.5% | $7,446-30.7% | $4,027+28.2% |
| Admin fee / account holder | $737 | $6,275-88.3% | $10,010-92.6% | $5,403-86.4% |