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 | $41,844 | $65,041-35.7% | $90,951-54.0% | $79,858-47.6% |
| Participation rate | 97.1% | 61.6%+35.5pp | 69.0%+28.1pp | 69.6%+27.5pp |
| Annual return | -6.25% | 30.45%-36.7pp | 134.60%-140.9pp | 31.71%-38.0pp |
| Employer contribution / active EE | $2,256 | $1,247+80.9% | $2,122+6.3% | $2,471-8.7% |
| Participant deferral / active EE | $4,928 | $2,512+96.2% | $3,373+46.1% | $3,740+31.8% |
| Admin fee / account holder | $2,656 | $4,536-41.4% | $5,959-55.4% | $5,306-49.9% |