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 | $59,438 | $72,404-17.9% | $110,238-46.1% | $64,186-7.4% |
| Participation rate | 81.0% | 73.3%+7.7pp | 79.8%+1.2pp | 69.6%+11.4pp |
| Annual return | -7.85% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,233 | $2,282-2.1% | $3,826-41.6% | $2,381-6.2% |
| Participant deferral / active EE | $3,083 | $3,469-11.1% | $4,672-34.0% | $3,470-11.1% |
| Admin fee / account holder | $1,479 | $5,664-73.9% | $8,547-82.7% | $4,888-69.7% |