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 | $32,834 | $211,958-84.5% | $169,463-80.6% | $135,375-75.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.93% | 3.26%-16.2pp | 1.83%-14.8pp | 519.73%-532.7pp |
| Employer contribution / active EE | $2,343 | $5,120-54.2% | $4,159-43.7% | $4,779-51.0% |
| Participant deferral / active EE | $3,060 | $6,075-49.6% | $5,277-42.0% | $5,609-45.4% |
| Admin fee / account holder | $324 | $11,471-97.2% | $9,109-96.4% | $10,827-97.0% |