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 | $141,554 | $181,894-22.2% | $156,549-9.6% | $273,961-48.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.33% | 30.74%-32.1pp | 32.23%-33.6pp | 41.45%-42.8pp |
| Employer contribution / active EE | $4,609 | $6,248-26.2% | $5,501-16.2% | $4,869-5.3% |
| Participant deferral / active EE | $10,000 | $5,550+80.2% | $4,871+105.3% | $5,287+89.1% |
| Admin fee / account holder | $27,606 | $15,559+77.4% | $13,027+111.9% | $10,132+172.5% |