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 | $23,502 | $75,828-69.0% | $147,614-84.1% | $59,632-60.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.28% | 0.37%-3.6pp | 61.98%-65.3pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $2,332 | $3,485-33.1% | $5,564-58.1% | $2,203+5.9% |
| Participant deferral / active EE | $1,668 | $3,130-46.7% | $4,895-65.9% | $3,192-47.8% |
| Admin fee / account holder | $988 | $5,985-83.5% | $11,611-91.5% | $4,297-77.0% |