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 | $54,981 | $62,586-12.2% | $76,768-28.4% | $64,186-14.3% |
| Participation rate | 78.7% | 72.8%+5.9pp | 77.0%+1.7pp | 69.6%+9.1pp |
| Annual return | -7.55% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,502 | $1,832-18.0% | $2,485-39.6% | $2,381-36.9% |
| Participant deferral / active EE | $4,116 | $3,145+30.9% | $3,852+6.9% | $3,470+18.6% |
| Admin fee / account holder | $4,562 | $4,667-2.3% | $6,675-31.7% | $4,888-6.7% |