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 | $44,227 | $49,177-10.1% | $79,464-44.3% | $64,186-31.1% |
| Participation rate | 78.1% | 65.0%+13.1pp | 73.3%+4.8pp | 69.6%+8.6pp |
| Annual return | -8.12% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,404 | $2,076+15.8% | $2,800-14.2% | $2,381+1.0% |
| Participant deferral / active EE | $5,710 | $2,821+102.4% | $3,704+54.2% | $3,470+64.6% |
| Admin fee / account holder | $1,550 | $3,839-59.6% | $5,113-69.7% | $4,888-68.3% |