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 | $84,976 | $80,968+4.9% | $96,544-12.0% | $75,163+13.1% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | -2.71% | 27.06%-29.8pp | 25.84%-28.6pp | 160.62%-163.3pp |
| Employer contribution / active EE | $2,326 | $2,282+1.9% | $2,965-21.6% | $2,670-12.9% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,167 | $6,724-52.9% | $8,252-61.6% | $5,651-43.9% |