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 | $75,428 | $76,552-1.5% | $123,892-39.1% | $62,891+19.9% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | -2.08% | 18.68%-20.8pp | 47.52%-49.6pp | 20.14%-22.2pp |
| Employer contribution / active EE | $1,100 | $2,883-61.9% | $4,617-76.2% | $2,281-51.8% |
| Participant deferral / active EE | $4,340 | $4,840-10.3% | $5,984-27.5% | $3,203+35.5% |
| Admin fee / account holder | $12,466 | $4,826+158.3% | $8,357+49.2% | $4,296+190.2% |