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 | $47,782 | $90,503-47.2% | $78,689-39.3% | $273,961-82.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | -0.91% | 75.60%-76.5pp | 62.18%-63.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $2,135 | $3,176-32.8% | $2,851-25.1% | $4,869-56.2% |
| Participant deferral / active EE | $6,634 | $3,901+70.1% | $3,517+88.6% | $5,287+25.5% |
| Admin fee / account holder | $1,358 | $5,263-74.2% | $4,510-69.9% | $10,132-86.6% |