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 | $62,054 | $72,404-14.3% | $110,238-43.7% | $64,186-3.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -14.54% | -6.29%-8.3pp | 314.74%-329.3pp | 7.63%-22.2pp |
| Employer contribution / active EE | $1,653 | $2,282-27.6% | $3,826-56.8% | $2,381-30.6% |
| Participant deferral / active EE | $1,988 | $3,469-42.7% | $4,672-57.4% | $3,470-42.7% |
| Admin fee / account holder | $3,623 | $5,664-36.0% | $8,547-57.6% | $4,888-25.9% |