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 | $36,668 | $72,177-49.2% | $115,037-68.1% | $59,632-38.5% |
| Participation rate | 74.1% | 72.6%+1.5pp | 81.4%-7.3pp | 68.7%+5.4pp |
| Annual return | -2.70% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,932 | $4,783+3.1% | $6,026-18.2% | $3,192+54.5% |
| Admin fee / account holder | $1,740 | $4,927-64.7% | $8,175-78.7% | $4,297-59.5% |