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 | $76,819 | $167,307-54.1% | $143,757-46.6% | $134,475-42.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.18% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,457 | $5,619-74.1% | $4,951-70.6% | $4,740-69.3% |
| Participant deferral / active EE | $8,452 | $6,446+31.1% | $5,637+49.9% | $6,400+32.1% |
| Admin fee / account holder | $1,514 | $18,088-91.6% | $14,673-89.7% | $11,426-86.8% |