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 | $68,492 | $99,341-31.1% | $84,750-19.2% | $273,961-75.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.64% | 22.93%-25.6pp | 22.78%-25.4pp | 41.45%-44.1pp |
| Employer contribution / active EE | $15,710 | $4,214+272.8% | $3,574+339.5% | $4,869+222.7% |
| Participant deferral / active EE | $12,512 | $4,269+193.1% | $3,712+237.1% | $5,287+136.7% |
| Admin fee / account holder | $64,594 | $6,644+872.2% | $5,332+1111.4% | $10,132+537.5% |