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 | $105,143 | $106,515-1.3% | $96,683+8.8% | $139,434-24.6% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | -1.49% | 38.43%-39.9pp | 35.69%-37.2pp | 372.94%-374.4pp |
| Employer contribution / active EE | $2,070 | $4,103-49.5% | $3,737-44.6% | $4,751-56.4% |
| Participant deferral / active EE | $3,933 | $5,454-27.9% | $4,878-19.4% | $6,710-41.4% |
| Admin fee / account holder | $5,242 | $7,877-33.5% | $6,730-22.1% | $11,403-54.0% |