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 | $23,576 | $62,586-62.3% | $76,768-69.3% | $64,186-63.3% |
| Participation rate | 86.8% | 72.8%+14.0pp | 77.0%+9.9pp | 69.6%+17.2pp |
| Annual return | -9.29% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,014 | $1,832+9.9% | $2,485-19.0% | $2,381-15.4% |
| Participant deferral / active EE | $3,792 | $3,145+20.6% | $3,852-1.5% | $3,470+9.3% |
| Admin fee / account holder | $3,981 | $4,667-14.7% | $6,675-40.4% | $4,888-18.6% |