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 | $93,352 | $181,894-48.7% | $156,549-40.4% | $273,961-65.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.46% | 30.74%-32.2pp | 32.23%-33.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $8,030 | $6,248+28.5% | $5,501+46.0% | $4,869+64.9% |
| Participant deferral / active EE | $6,933 | $5,550+24.9% | $4,871+42.3% | $5,287+31.1% |
| Admin fee / account holder | $4,778 | $15,559-69.3% | $13,027-63.3% | $10,132-52.8% |