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 | $43,095 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 83.6% | 75.0%+8.6pp | 82.4%+1.2pp | 67.9%+15.7pp |
| Annual return | -20.15% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,821 | $3,381+13.0% | $4,814-20.6% | $2,596+47.2% |
| Participant deferral / active EE | $7,877 | $6,110+28.9% | $7,446+5.8% | $4,027+95.6% |
| Admin fee / account holder | $6,486 | $6,275+3.4% | $10,010-35.2% | $5,403+20.0% |