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 | $47,345 | $73,867-35.9% | $143,757-67.1% | $68,494-30.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.20% | 1.01%-21.2pp | -0.04%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $4,789 | $3,184+50.4% | $4,951-3.3% | $2,596+84.4% |
| Participant deferral / active EE | $2,622 | $3,384-22.5% | $5,637-53.5% | $4,027-34.9% |
| Admin fee / account holder | $8,592 | $5,755+49.3% | $14,673-41.4% | $5,403+59.0% |