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 | $84,691 | $62,586+35.3% | $76,768+10.3% | $64,186+31.9% |
| Participation rate | 73.2% | 72.8%+0.4pp | 77.0%-3.8pp | 69.6%+3.6pp |
| Annual return | -7.62% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $585 | $1,832-68.0% | $2,485-76.4% | $2,381-75.4% |
| Participant deferral / active EE | $2,232 | $3,145-29.0% | $3,852-42.0% | $3,470-35.7% |
| Admin fee / account holder | $2,633 | $4,667-43.6% | $6,675-60.6% | $4,888-46.1% |