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 4-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 | $43,197 | $71,883-39.9% | $86,677-50.2% | $68,494-36.9% |
| Participation rate | 77.5% | 72.2%+5.3pp | 76.6%+0.9pp | 67.9%+9.6pp |
| Annual return | -20.32% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,485 | $2,173-31.7% | $2,836-47.7% | $2,596-42.8% |
| Participant deferral / active EE | $2,760 | $3,779-27.0% | $4,656-40.7% | $4,027-31.5% |
| Admin fee / account holder | $1,300 | $6,112-78.7% | $7,493-82.7% | $5,403-75.9% |