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 | $78,743 | $91,538-14.0% | $129,995-39.4% | $75,163+4.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -4.20% | -631.11%+626.9pp | -137.18%+133.0pp | 160.62%-164.8pp |
| Employer contribution / active EE | $1,354 | $2,845-52.4% | $4,320-68.7% | $2,670-49.3% |
| Participant deferral / active EE | $3,426 | $4,341-21.1% | $5,820-41.1% | $4,125-16.9% |
| Admin fee / account holder | $5,266 | $6,790-22.4% | $10,614-50.4% | $5,651-6.8% |