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 | $66,698 | $67,411-1.1% | $91,001-26.7% | $70,131-4.9% |
| Participation rate | 77.3% | 71.4%+5.9pp | 75.6%+1.7pp | 69.5%+7.7pp |
| Annual return | 11.40% | -40.16%+51.6pp | 4.60%+6.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $334 | $1,786-81.3% | $2,456-86.4% | $2,342-85.7% |
| Participant deferral / active EE | $2,118 | $2,823-25.0% | $3,547-40.3% | $3,332-36.4% |
| Admin fee / account holder | $1,932 | $4,236-54.4% | $5,417-64.3% | $4,645-58.4% |