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 | $56,646 | $64,707-12.5% | $112,228-49.5% | $68,494-17.3% |
| Participation rate | 81.8% | 67.2%+14.7pp | 75.1%+6.8pp | 67.9%+13.9pp |
| Annual return | -21.21% | -11.40%-9.8pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,098 | $2,746-23.6% | $3,635-42.3% | $2,596-19.2% |
| Participant deferral / active EE | $3,720 | $3,565+4.4% | $4,728-21.3% | $4,027-7.6% |
| Admin fee / account holder | $631 | $5,232-87.9% | $6,410-90.2% | $5,403-88.3% |