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 | $81,359 | $75,828+7.3% | $147,614-44.9% | $59,632+36.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -6.28% | 0.37%-6.7pp | 61.98%-68.3pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $5,661 | $3,485+62.5% | $5,564+1.7% | $2,203+157.0% |
| Participant deferral / active EE | $3,764 | $3,130+20.2% | $4,895-23.1% | $3,192+17.9% |
| Admin fee / account holder | $896 | $5,985-85.0% | $11,611-92.3% | $4,297-79.2% |