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 | $89,893 | $106,749-15.8% | $145,433-38.2% | $82,448+9.0% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | -1.27% | 27.59%-28.9pp | 66.58%-67.8pp | 41.64%-42.9pp |
| Employer contribution / active EE | $3,024 | $3,444-12.2% | $4,554-33.6% | $2,551+18.5% |
| Participant deferral / active EE | $7,133 | $6,519+9.4% | $7,897-9.7% | $4,139+72.3% |
| Admin fee / account holder | $13,671 | $8,390+62.9% | $13,129+4.1% | $7,234+89.0% |