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 | $50,601 | $75,828-33.3% | $147,614-65.7% | $59,632-15.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.41% | 0.37%-5.8pp | 61.98%-67.4pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $2,079 | $3,485-40.3% | $5,564-62.6% | $2,203-5.6% |
| Participant deferral / active EE | $3,275 | $3,130+4.6% | $4,895-33.1% | $3,192+2.6% |
| Admin fee / account holder | $3,944 | $5,985-34.1% | $11,611-66.0% | $4,297-8.2% |