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 | $59,764 | $62,586-4.5% | $76,768-22.1% | $64,186-6.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -12.23% | -1.95%-10.3pp | 2.43%-14.7pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,396 | $1,832-23.8% | $2,485-43.8% | $2,381-41.4% |
| Participant deferral / active EE | $4,459 | $3,145+41.8% | $3,852+15.8% | $3,470+28.5% |
| Admin fee / account holder | $3,615 | $4,667-22.5% | $6,675-45.8% | $4,888-26.1% |