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 | $77,990 | $181,894-57.1% | $156,549-50.2% | $273,961-71.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -9.90% | 30.74%-40.6pp | 32.23%-42.1pp | 41.45%-51.4pp |
| Employer contribution / active EE | $5,607 | $6,248-10.3% | $5,501+1.9% | $4,869+15.2% |
| Participant deferral / active EE | $3,612 | $5,550-34.9% | $4,871-25.8% | $5,287-31.7% |
| Admin fee / account holder | $7,293 | $15,559-53.1% | $13,027-44.0% | $10,132-28.0% |