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 | $23,441 | $87,540-73.2% | $75,781-69.1% | $125,391-81.3% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -5.62% | 13.48%-19.1pp | 9.68%-15.3pp | 282.22%-287.8pp |
| Employer contribution / active EE | $10,469 | $3,930+166.4% | $3,323+215.0% | $4,866+115.2% |
| Participant deferral / active EE | $3,795 | $4,229-10.3% | $3,651+3.9% | $5,352-29.1% |
| Admin fee / account holder | $2,414 | $6,502-62.9% | $5,299-54.5% | $9,540-74.7% |