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 | $61,578 | $82,664-25.5% | $125,339-50.9% | $68,494-10.1% |
| Participation rate | 74.0% | 75.0%-1.0pp | 82.4%-8.4pp | 67.9%+6.1pp |
| Annual return | -20.68% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,186 | $3,381-64.9% | $4,814-75.4% | $2,596-54.3% |
| Participant deferral / active EE | $3,507 | $6,110-42.6% | $7,446-52.9% | $4,027-12.9% |
| Admin fee / account holder | $7,557 | $6,275+20.4% | $10,010-24.5% | $5,403+39.9% |