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 | $123,132 | $181,894-32.3% | $156,549-21.3% | $273,961-55.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | -0.82% | 30.74%-31.6pp | 32.23%-33.0pp | 41.45%-42.3pp |
| Employer contribution / active EE | $3,903 | $6,248-37.5% | $5,501-29.0% | $4,869-19.8% |
| Participant deferral / active EE | $7,772 | $5,550+40.0% | $4,871+59.5% | $5,287+47.0% |
| Admin fee / account holder | $5,937 | $15,559-61.8% | $13,027-54.4% | $10,132-41.4% |