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 | $61,423 | $42,894+43.2% | $60,874+0.9% | $68,494-10.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.98% | -13.98%-5.0pp | 16.90%-35.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $5,137 | $1,978+159.7% | $2,701+90.1% | $2,596+97.8% |
| Participant deferral / active EE | $9,484 | $2,867+230.8% | $3,817+148.5% | $4,027+135.5% |
| Admin fee / account holder | $345 | $3,101-88.9% | $3,224-89.3% | $5,403-93.6% |