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 | $42,356 | $42,894-1.3% | $60,874-30.4% | $68,494-38.2% |
| Participation rate | 83.0% | 66.8%+16.2pp | 73.1%+9.9pp | 67.9%+15.1pp |
| Annual return | -19.31% | -13.98%-5.3pp | 16.90%-36.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,029 | $1,978-48.0% | $2,701-61.9% | $2,596-60.4% |
| Participant deferral / active EE | $5,256 | $2,867+83.3% | $3,817+37.7% | $4,027+30.5% |
| Admin fee / account holder | $2,024 | $3,101-34.7% | $3,224-37.2% | $5,403-62.5% |