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 | $59,286 | $85,790-30.9% | $67,313-11.9% | $135,375-56.2% |
| Participation rate | 78.6% | 76.5%+2.1pp | 69.1%+9.5pp | 82.6%-4.1pp |
| Annual return | -9.50% | -0.54%-9.0pp | -4.08%-5.4pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,043 | $3,487-41.4% | $2,566-20.4% | $4,779-57.2% |
| Participant deferral / active EE | $6,705 | $4,651+44.2% | $3,568+87.9% | $5,609+19.5% |
| Admin fee / account holder | $1,923 | $6,392-69.9% | $4,507-57.3% | $10,827-82.2% |