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 | $90,480 | $71,883+25.9% | $86,677+4.4% | $68,494+32.1% |
| Participation rate | 78.3% | 72.2%+6.1pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -25.16% | 3.52%-28.7pp | 35.91%-61.1pp | -7.84%-17.3pp |
| Employer contribution / active EE | $866 | $2,173-60.2% | $2,836-69.5% | $2,596-66.7% |
| Participant deferral / active EE | $2,624 | $3,779-30.6% | $4,656-43.6% | $4,027-34.8% |
| Admin fee / account holder | $16,156 | $6,112+164.3% | $7,493+115.6% | $5,403+199.0% |