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 | $35,197 | $42,894-17.9% | $60,874-42.2% | $68,494-48.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.75% | -13.98%-4.8pp | 16.90%-35.6pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,354 | $1,978+19.0% | $2,701-12.8% | $2,596-9.3% |
| Participant deferral / active EE | $2,334 | $2,867-18.6% | $3,817-38.8% | $4,027-42.0% |
| Admin fee / account holder | $1,908 | $3,101-38.5% | $3,224-40.8% | $5,403-64.7% |