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 | $44,393 | $105,630-58.0% | $87,507-49.3% | $273,961-83.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -2.11% | 12.25%-14.4pp | 12.21%-14.3pp | 41.45%-43.6pp |
| Employer contribution / active EE | $10,445 | $3,141+232.6% | $2,550+309.7% | $4,869+114.5% |
| Participant deferral / active EE | $4,473 | $3,601+24.2% | $3,149+42.0% | $5,287-15.4% |
| Admin fee / account holder | $595 | $4,781-87.5% | $4,221-85.9% | $10,132-94.1% |