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 | $38,444 | $77,813-50.6% | $123,544-68.9% | $64,186-40.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -9.38% | 12.48%-21.9pp | 119.20%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,409 | $3,014+13.1% | $4,628-26.3% | $2,381+43.2% |
| Participant deferral / active EE | $6,667 | $5,240+27.2% | $6,426+3.8% | $3,470+92.2% |
| Admin fee / account holder | $3,185 | $5,519-42.3% | $9,284-65.7% | $4,888-34.8% |