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 | $65,488 | $64,307+1.8% | $57,343+14.2% | $125,391-47.8% |
| Participation rate | 94.4% | 78.6%+15.8pp | 75.1%+19.4pp | 83.2%+11.3pp |
| Annual return | -3.93% | 25.12%-29.1pp | 24.39%-28.3pp | 282.22%-286.2pp |
| Employer contribution / active EE | $3,060 | $3,193-4.2% | $2,689+13.8% | $4,866-37.1% |
| Participant deferral / active EE | $7,346 | $3,848+90.9% | $3,162+132.3% | $5,352+37.3% |
| Admin fee / account holder | $7,640 | $5,242+45.8% | $3,356+127.7% | $9,540-19.9% |