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 | $25,739 | $37,426-31.2% | $77,482-66.8% | $79,858-67.8% |
| Participation rate | 90.2% | 41.5%+48.7pp | 54.2%+36.0pp | 69.6%+20.6pp |
| Annual return | -3.60% | 39.70%-43.3pp | 54.79%-58.4pp | 31.71%-35.3pp |
| Employer contribution / active EE | $1,734 | $637+172.4% | $986+75.8% | $2,471-29.8% |
| Participant deferral / active EE | $2,707 | $1,260+114.8% | $1,861+45.4% | $3,740-27.6% |
| Admin fee / account holder | $3,667 | $2,504+46.4% | $2,858+28.3% | $5,306-30.9% |