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 | $54,654 | $72,607-24.7% | $90,749-39.8% | $66,914-18.3% |
| Participation rate | 73.2% | 73.7%-0.5pp | 75.7%-2.5pp | 69.8%+3.4pp |
| Annual return | -20.96% | -12.28%-8.7pp | -12.16%-8.8pp | 1.58%-22.5pp |
| Employer contribution / active EE | $2,170 | $2,369-8.4% | $2,921-25.7% | $2,544-14.7% |
| Participant deferral / active EE | $3,682 | $3,977-7.4% | $4,564-19.3% | $4,237-13.1% |
| Admin fee / account holder | $4,572 | $707+546.5% | $8,445-45.9% | $593+670.7% |