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 | $70,672 | $64,707+9.2% | $112,228-37.0% | $68,494+3.2% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -22.67% | -11.40%-11.3pp | 27.45%-50.1pp | -7.84%-14.8pp |
| Employer contribution / active EE | $3,438 | $2,746+25.2% | $3,635-5.4% | $2,596+32.4% |
| Participant deferral / active EE | $5,771 | $3,565+61.9% | $4,728+22.1% | $4,027+43.3% |
| Admin fee / account holder | $4,688 | $5,232-10.4% | $6,410-26.9% | $5,403-13.2% |