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 | $45,491 | $57,354-20.7% | $83,848-45.7% | $64,186-29.1% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -9.43% | 11.38%-20.8pp | 850.88%-860.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $3,146 | $2,545+23.6% | $3,631-13.3% | $2,381+32.1% |
| Participant deferral / active EE | $6,141 | $2,993+105.2% | $4,082+50.5% | $3,470+77.0% |
| Admin fee / account holder | $9,134 | $4,046+125.8% | $5,478+66.7% | $4,888+86.9% |