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 | $148,358 | $81,900+81.1% | $119,609+24.0% | $68,494+116.6% |
| Participation rate | 80.6% | 71.9%+8.7pp | 79.3%+1.3pp | 67.9%+12.7pp |
| Annual return | -22.00% | -23.82%+1.8pp | -14.97%-7.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,320 | $4,148-44.1% | $5,602-58.6% | $4,027-42.4% |
| Admin fee / account holder | $5,463 | $6,582-17.0% | $10,323-47.1% | $5,403+1.1% |