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 | $23,483 | $75,935-69.1% | $60,547-61.2% | $125,391-81.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -5.23% | -5.38%+0.2pp | 335.64%-340.9pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,177 | $3,438-65.8% | $2,419-51.4% | $4,866-75.8% |
| Participant deferral / active EE | $2,672 | $4,506-40.7% | $3,328-19.7% | $5,352-50.1% |
| Admin fee / account holder | $341 | $6,768-95.0% | $4,536-92.5% | $9,540-96.4% |