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 | $36,143 | $94,529-61.8% | $140,016-74.2% | $64,186-43.7% |
| Participation rate | 87.3% | 84.1%+3.2pp | 87.5%-0.2pp | 69.6%+17.7pp |
| Annual return | -8.65% | 7.77%-16.4pp | 651.12%-659.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,433 | $3,812-62.4% | $5,606-74.4% | $2,381-39.8% |
| Participant deferral / active EE | $2,721 | $5,250-48.2% | $6,927-60.7% | $3,470-21.6% |
| Admin fee / account holder | $3,259 | $6,741-51.7% | $10,705-69.6% | $4,888-33.3% |