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 | $54,206 | $107,334-49.5% | $92,893-41.6% | $152,861-64.5% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.4%-1.2pp |
| Annual return | 0.72% | 145.58%-144.9pp | 109.41%-108.7pp | 345.32%-344.6pp |
| Employer contribution / active EE | $1,471 | $4,221-65.1% | $3,653-59.7% | $4,762-69.1% |
| Participant deferral / active EE | $1,375 | $4,845-71.6% | $4,236-67.5% | $5,850-76.5% |
| Admin fee / account holder | $15,556 | $7,079+119.7% | $5,794+168.5% | $11,596+34.1% |