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 | $71,324 | $99,341-28.2% | $84,750-15.8% | $273,961-74.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -24.94% | 22.93%-47.9pp | 22.78%-47.7pp | 41.45%-66.4pp |
| Employer contribution / active EE | $3,312 | $4,214-21.4% | $3,574-7.3% | $4,869-32.0% |
| Participant deferral / active EE | $2,261 | $4,269-47.0% | $3,712-39.1% | $5,287-57.2% |
| Admin fee / account holder | $26,542 | $6,644+299.5% | $5,332+397.8% | $10,132+162.0% |