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 | $42,345 | $110,094-61.5% | $151,611-72.1% | $68,494-38.2% |
| Participation rate | 77.1% | 84.0%-6.8pp | 87.5%-10.4pp | 67.9%+9.3pp |
| Annual return | -18.85% | -10.12%-8.7pp | 3.33%-22.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,728 | $4,471-61.3% | $6,166-72.0% | $2,596-33.4% |
| Participant deferral / active EE | $3,456 | $6,527-47.1% | $8,363-58.7% | $4,027-14.2% |
| Admin fee / account holder | $19,095 | $7,719+147.4% | $11,616+64.4% | $5,403+253.4% |