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 | $65,407 | $71,883-9.0% | $86,677-24.5% | $68,494-4.5% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -19.30% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,306 | $2,173-39.9% | $2,836-54.0% | $2,596-49.7% |
| Participant deferral / active EE | $3,041 | $3,779-19.5% | $4,656-34.7% | $4,027-24.5% |
| Admin fee / account holder | $2,470 | $6,112-59.6% | $7,493-67.0% | $5,403-54.3% |