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 | $30,967 | $58,828-47.4% | $77,999-60.3% | $62,891-50.8% |
| Participation rate | 84.7% | 71.1%+13.7pp | 75.5%+9.2pp | 69.3%+15.4pp |
| Annual return | -5.19% | 17.16%-22.3pp | 425.96%-431.1pp | 20.14%-25.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,871 | $2,686-30.3% | $3,497-46.5% | $3,203-41.6% |
| Admin fee / account holder | $4,893 | $4,393+11.4% | $5,480-10.7% | $4,296+13.9% |