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 | $65,708 | $71,883-8.6% | $86,677-24.2% | $68,494-4.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -21.29% | 3.52%-24.8pp | 35.91%-57.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $3,308 | $2,173+52.3% | $2,836+16.6% | $2,596+27.4% |
| Participant deferral / active EE | $5,708 | $3,779+51.0% | $4,656+22.6% | $4,027+41.7% |
| Admin fee / account holder | $6,878 | $6,112+12.5% | $7,493-8.2% | $5,403+27.3% |