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 | $20,352 | $95,971-78.8% | $74,550-72.7% | $135,375-85.0% |
| Participation rate | 76.5% | 75.7%+0.8pp | 69.1%+7.3pp | 82.6%-6.2pp |
| Annual return | -13.58% | 56.96%-70.5pp | 32.53%-46.1pp | 519.73%-533.3pp |
| Employer contribution / active EE | $3,390 | $2,716+24.8% | $1,961+72.9% | $4,779-29.1% |
| Participant deferral / active EE | $4,793 | $3,843+24.7% | $3,108+54.2% | $5,609-14.5% |
| Admin fee / account holder | $4,358 | $6,522-33.2% | $5,060-13.9% | $10,827-59.7% |