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 | $44,706 | $91,552-51.2% | $133,956-66.6% | $79,858-44.0% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | -2.90% | 61.85%-64.7pp | 45.09%-48.0pp | 31.71%-34.6pp |
| Employer contribution / active EE | $1,595 | $2,384-33.1% | $3,919-59.3% | $2,471-35.4% |
| Participant deferral / active EE | $3,180 | $3,733-14.8% | $5,048-37.0% | $3,740-15.0% |
| Admin fee / account holder | $9,414 | $6,321+48.9% | $8,927+5.5% | $5,306+77.4% |