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 | $62,039 | $99,341-37.5% | $84,750-26.8% | $273,961-77.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.79% | 22.93%-27.7pp | 22.78%-27.6pp | 41.45%-46.2pp |
| Employer contribution / active EE | $1,000 | $4,214-76.3% | $3,574-72.0% | $4,869-79.5% |
| Participant deferral / active EE | $2,894 | $4,269-32.2% | $3,712-22.0% | $5,287-45.3% |
| Admin fee / account holder | $2,776 | $6,644-58.2% | $5,332-47.9% | $10,132-72.6% |