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 | $71,223 | $93,071-23.5% | $74,583-4.5% | $273,961-74.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 0.18% | 26.18%-26.0pp | 20.47%-20.3pp | 41.45%-41.3pp |
| Employer contribution / active EE | $4,020 | $3,160+27.2% | $2,525+59.2% | $4,869-17.4% |
| Participant deferral / active EE | $3,764 | $4,160-9.5% | $3,458+8.8% | $5,287-28.8% |
| Admin fee / account holder | $3,586 | $5,272-32.0% | $4,138-13.3% | $10,132-64.6% |