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 | $53,924 | $69,010-21.9% | $159,960-66.3% | $68,494-21.3% |
| Participation rate | 89.2% | 65.4%+23.8pp | 78.0%+11.2pp | 67.9%+21.3pp |
| Annual return | -19.83% | -9.65%-10.2pp | 408.60%-428.4pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,500 | $2,213+12.9% | $4,226-40.8% | $2,596-3.7% |
| Participant deferral / active EE | $5,488 | $4,212+30.3% | $6,182-11.2% | $4,027+36.3% |
| Admin fee / account holder | $3,504 | $4,798-27.0% | $8,698-59.7% | $5,403-35.1% |