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 | $57,096 | $91,552-37.6% | $133,956-57.4% | $79,858-28.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.60% | 61.85%-68.4pp | 45.09%-51.7pp | 31.71%-38.3pp |
| Employer contribution / active EE | $1,651 | $2,384-30.7% | $3,919-57.9% | $2,471-33.2% |
| Participant deferral / active EE | $4,230 | $3,733+13.3% | $5,048-16.2% | $3,740+13.1% |
| Admin fee / account holder | $1,895 | $6,321-70.0% | $8,927-78.8% | $5,306-64.3% |