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 | $29,641 | $197,825-85.0% | $155,790-81.0% | $125,391-76.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.68% | 86.74%-91.4pp | 71.54%-76.2pp | 282.22%-286.9pp |
| Employer contribution / active EE | $4,469 | $4,847-7.8% | $3,836+16.5% | $4,866-8.2% |
| Participant deferral / active EE | $4,529 | $5,630-19.6% | $4,797-5.6% | $5,352-15.4% |
| Admin fee / account holder | $663 | $9,545-93.1% | $7,478-91.1% | $9,540-93.1% |