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 | $22,020 | $56,357-60.9% | $104,294-78.9% | $68,494-67.9% |
| Participation rate | 87.9% | 63.3%+24.6pp | 73.3%+14.6pp | 67.9%+20.0pp |
| Annual return | -19.92% | -9.19%-10.7pp | 24.61%-44.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,267 | $1,960-35.3% | $3,372-62.4% | $2,596-51.2% |
| Participant deferral / active EE | $2,962 | $3,077-3.7% | $4,625-36.0% | $4,027-26.5% |
| Admin fee / account holder | $2,019 | $4,903-58.8% | $7,339-72.5% | $5,403-62.6% |