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 | $61,155 | $78,422-22.0% | $95,952-36.3% | $79,858-23.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 0.97% | 19.37%-18.4pp | 91.61%-90.6pp | 31.71%-30.7pp |
| Employer contribution / active EE | $3,390 | $1,945+74.3% | $2,541+33.4% | $2,471+37.2% |
| Participant deferral / active EE | $5,029 | $3,440+46.2% | $4,167+20.7% | $3,740+34.4% |
| Admin fee / account holder | $847 | $5,622-84.9% | $6,795-87.5% | $5,306-84.0% |