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 | $39,938 | $94,529-57.8% | $140,016-71.5% | $64,186-37.8% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | -7.70% | 7.77%-15.5pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,350 | $3,812-38.4% | $5,606-58.1% | $2,381-1.3% |
| Participant deferral / active EE | $5,527 | $5,250+5.3% | $6,927-20.2% | $3,470+59.3% |
| Admin fee / account holder | $3,886 | $6,741-42.4% | $10,705-63.7% | $4,888-20.5% |