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 | $26,427 | $72,388-63.5% | $111,392-76.3% | $64,186-58.8% |
| Participation rate | 85.7% | 70.5%+15.2pp | 78.9%+6.9pp | 69.6%+16.1pp |
| Annual return | -9.10% | -1.50%-7.6pp | -2.06%-7.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,924 | $3,000-35.9% | $4,328-55.5% | $2,381-19.2% |
| Participant deferral / active EE | $4,292 | $4,241+1.2% | $5,567-22.9% | $3,470+23.7% |
| Admin fee / account holder | $551 | $5,719-90.4% | $12,266-95.5% | $4,888-88.7% |