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 | $87,526 | $82,664+5.9% | $125,339-30.2% | $68,494+27.8% |
| Participation rate | 87.0% | 75.0%+11.9pp | 82.4%+4.6pp | 67.9%+19.1pp |
| Annual return | -20.43% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,491 | $3,381-55.9% | $4,814-69.0% | $2,596-42.6% |
| Participant deferral / active EE | $4,922 | $6,110-19.5% | $7,446-33.9% | $4,027+22.2% |
| Admin fee / account holder | $807 | $6,275-87.1% | $10,010-91.9% | $5,403-85.1% |