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 | $34,826 | $90,503-61.5% | $78,689-55.7% | $273,961-87.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -58.86% | 75.60%-134.5pp | 62.18%-121.0pp | 41.45%-100.3pp |
| Employer contribution / active EE | $6,219 | $3,176+95.8% | $2,851+118.2% | $4,869+27.7% |
| Participant deferral / active EE | $16,728 | $3,901+328.8% | $3,517+375.6% | $5,287+216.4% |
| Admin fee / account holder | $2,785 | $5,263-47.1% | $4,510-38.3% | $10,132-72.5% |