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 | $59,491 | $211,958-71.9% | $169,463-64.9% | $135,375-56.1% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -9.53% | 3.26%-12.8pp | 1.83%-11.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,388 | $5,120-72.9% | $4,159-66.6% | $4,779-71.0% |
| Participant deferral / active EE | $9,892 | $6,075+62.8% | $5,277+87.5% | $5,609+76.4% |
| Admin fee / account holder | $3,416 | $11,471-70.2% | $9,109-62.5% | $10,827-68.4% |