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 | $89,045 | $117,690-24.3% | $71,735+24.1% | $134,475-33.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -31.45% | 25.44%-56.9pp | 9.14%-40.6pp | 417.96%-449.4pp |
| Employer contribution / active EE | $1,912 | $2,525-24.3% | $1,704+12.2% | $4,740-59.7% |
| Participant deferral / active EE | $6,998 | $3,759+86.1% | $2,658+163.3% | $6,400+9.3% |
| Admin fee / account holder | $649 | $6,379-89.8% | $3,974-83.7% | $11,426-94.3% |