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 5-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 | $99,205 | $140,940-29.6% | $112,229-11.6% | $139,434-28.9% |
| Participation rate | 70.0% | 79.2%-9.2pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | -0.93% | 32.71%-33.6pp | 30.20%-31.1pp | 372.94%-373.9pp |
| Employer contribution / active EE | $892 | $4,283-79.2% | $3,430-74.0% | $4,751-81.2% |
| Participant deferral / active EE | $6,186 | $5,874+5.3% | $4,798+28.9% | $6,710-7.8% |
| Admin fee / account holder | $2,982 | $9,954-70.0% | $7,748-61.5% | $11,403-73.8% |