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 | $23,255 | $82,664-71.9% | $125,339-81.4% | $68,494-66.0% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.2pp | 67.9%+10.2pp |
| Annual return | -21.72% | -5.97%-15.8pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,728 | $3,381-19.3% | $4,814-43.3% | $2,596+5.1% |
| Participant deferral / active EE | $5,647 | $6,110-7.6% | $7,446-24.2% | $4,027+40.2% |
| Admin fee / account holder | $9,200 | $6,275+46.6% | $10,010-8.1% | $5,403+70.3% |