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 | $57,848 | $81,632-29.1% | $70,449-17.9% | $158,922-63.6% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 2.82% | 208.40%-205.6pp | 109.03%-106.2pp | 302.83%-300.0pp |
| Employer contribution / active EE | $4,704 | $3,217+46.2% | $2,737+71.9% | $4,761-1.2% |
| Participant deferral / active EE | $11,814 | $4,554+159.4% | $3,709+218.6% | $5,982+97.5% |
| Admin fee / account holder | $1,474 | $6,193-76.2% | $3,845-61.7% | $11,246-86.9% |