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 | $81,232 | $78,694+3.2% | $67,652+20.1% | $125,391-35.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -4.93% | 9.46%-14.4pp | 6625.04%-6630.0pp | 282.22%-287.2pp |
| Employer contribution / active EE | $2,346 | $3,044-22.9% | $2,266+3.5% | $4,866-51.8% |
| Participant deferral / active EE | $3,501 | $4,292-18.4% | $3,560-1.6% | $5,352-34.6% |
| Admin fee / account holder | $2,207 | $7,403-70.2% | $4,821-54.2% | $9,540-76.9% |