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 | $79,073 | $80,968-2.3% | $96,544-18.1% | $75,163+5.2% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | -6.20% | 27.06%-33.3pp | 25.84%-32.0pp | 160.62%-166.8pp |
| Employer contribution / active EE | $2,000 | $2,282-12.3% | $2,965-32.5% | $2,670-25.1% |
| Participant deferral / active EE | $6,343 | $3,928+61.5% | $4,851+30.8% | $4,125+53.8% |
| Admin fee / account holder | $2,580 | $6,724-61.6% | $8,252-68.7% | $5,651-54.3% |