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 | $59,687 | $93,071-35.9% | $74,583-20.0% | $273,961-78.2% |
| Participation rate | 85.7% | 74.9%+10.8pp | 68.1%+17.6pp | 83.0%+2.7pp |
| Annual return | -0.67% | 26.18%-26.8pp | 20.47%-21.1pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,559 | $3,160-50.6% | $2,525-38.2% | $4,869-68.0% |
| Participant deferral / active EE | $5,695 | $4,160+36.9% | $3,458+64.7% | $5,287+7.7% |
| Admin fee / account holder | $510 | $5,272-90.3% | $4,138-87.7% | $10,132-95.0% |