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 3-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 | $45,439 | $89,753-49.4% | $107,525-57.7% | $84,808-46.4% |
| Participation rate | 97.8% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.5pp |
| Annual return | -5.52% | 29.48%-35.0pp | 181.32%-186.8pp | 40.90%-46.4pp |
| Employer contribution / active EE | $11,818 | $3,113+279.6% | $3,754+214.8% | $2,631+349.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,355 | $7,222+15.7% | $8,919-6.3% | $7,344+13.8% |