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 | $56,074 | $62,586-10.4% | $76,768-27.0% | $64,186-12.6% |
| Participation rate | 83.8% | 72.8%+11.0pp | 77.0%+6.8pp | 69.6%+14.2pp |
| Annual return | -7.64% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,841 | $1,832+0.5% | $2,485-25.9% | $2,381-22.7% |
| Participant deferral / active EE | $2,767 | $3,145-12.0% | $3,852-28.1% | $3,470-20.2% |
| Admin fee / account holder | $730 | $4,667-84.4% | $6,675-89.1% | $4,888-85.1% |