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 | $31,098 | $140,588-77.9% | $123,104-74.7% | $125,391-75.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.27% | 16.80%-22.1pp | 13.22%-18.5pp | 282.22%-287.5pp |
| Employer contribution / active EE | $4,033 | $6,041-33.2% | $5,151-21.7% | $4,866-17.1% |
| Participant deferral / active EE | $9,814 | $6,980+40.6% | $6,230+57.5% | $5,352+83.4% |
| Admin fee / account holder | $7,407 | $11,198-33.9% | $9,015-17.8% | $9,540-22.4% |