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 | $124,526 | $92,222+35.0% | $76,768+62.2% | $135,375-8.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -9.77% | 5.46%-15.2pp | 2.43%-12.2pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,562 | $3,216+10.8% | $2,485+43.3% | $4,779-25.5% |
| Participant deferral / active EE | $5,971 | $4,509+32.4% | $3,852+55.0% | $5,609+6.5% |
| Admin fee / account holder | $1,147 | $10,748-89.3% | $6,675-82.8% | $10,827-89.4% |