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 | $52,039 | $67,411-22.8% | $91,001-42.8% | $70,131-25.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.01% | -40.16%+50.2pp | 4.60%+5.4pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,110 | $1,786-37.9% | $2,456-54.8% | $2,342-52.6% |
| Participant deferral / active EE | $1,431 | $2,823-49.3% | $3,547-59.7% | $3,332-57.1% |
| Admin fee / account holder | $43,968 | $4,236+937.9% | $5,417+711.6% | $4,645+846.5% |