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 | $68,797 | $73,933-6.9% | $96,683-28.8% | $75,163-8.5% |
| Participation rate | 95.0% | 66.4%+28.6pp | 74.3%+20.7pp | 67.2%+27.8pp |
| Annual return | -7.65% | 26.70%-34.4pp | 35.69%-43.3pp | 160.62%-168.3pp |
| Employer contribution / active EE | $1,387 | $2,928-52.6% | $3,737-62.9% | $2,670-48.0% |
| Participant deferral / active EE | $6,959 | $3,659+90.2% | $4,878+42.6% | $4,125+68.7% |
| Admin fee / account holder | $1,870 | $5,216-64.1% | $6,730-72.2% | $5,651-66.9% |