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 | $65,557 | $65,703-0.2% | $94,224-30.4% | $59,632+9.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -34.36% | 5.22%-39.6pp | 10.68%-45.0pp | 2041.28%-2075.6pp |
| Employer contribution / active EE | $1,645 | $2,021-18.6% | $3,587-54.1% | $2,203-25.3% |
| Participant deferral / active EE | $2,920 | $3,143-7.1% | $4,320-32.4% | $3,192-8.5% |
| Admin fee / account holder | $10,664 | $4,264+150.1% | $6,269+70.1% | $4,297+148.2% |