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 | $93,561 | $48,265+93.8% | $68,791+36.0% | $68,494+36.6% |
| Participation rate | 97.6% | 60.7%+36.9pp | 69.0%+28.6pp | 67.9%+29.7pp |
| Annual return | -19.65% | -12.71%-6.9pp | -6.38%-13.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,309 | $2,867-19.4% | $3,941-41.4% | $4,027-42.7% |
| Admin fee / account holder | $9,266 | $4,355+112.7% | $4,932+87.9% | $5,403+71.5% |