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 | $38,278 | $99,341-61.5% | $84,750-54.8% | $273,961-86.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.25% | 22.93%-25.2pp | 22.78%-25.0pp | 41.45%-43.7pp |
| Employer contribution / active EE | $17,995 | $4,214+327.1% | $3,574+403.5% | $4,869+269.6% |
| Participant deferral / active EE | $12,667 | $4,269+196.7% | $3,712+241.3% | $5,287+139.6% |
| Admin fee / account holder | $575 | $6,644-91.3% | $5,332-89.2% | $10,132-94.3% |