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 | $30,478 | $58,851-48.2% | $115,157-73.5% | $72,985-58.2% |
| Participation rate | 97.1% | 65.5%+31.6pp | 75.9%+21.2pp | 69.5%+27.6pp |
| Annual return | -2.87% | 23.16%-26.0pp | 35.60%-38.5pp | 81.00%-83.9pp |
| Employer contribution / active EE | $2,319 | $1,798+29.0% | $3,179-27.1% | $2,440-5.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,729 | $6,370-72.9% | $7,088-75.6% | $5,124-66.3% |