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 | $69,124 | $135,952-49.2% | $123,892-44.2% | $273,961-74.8% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | -3.42% | 56.63%-60.1pp | 47.52%-50.9pp | 41.45%-44.9pp |
| Employer contribution / active EE | $6,053 | $5,170+17.1% | $4,617+31.1% | $4,869+24.3% |
| Participant deferral / active EE | $5,198 | $6,343-18.1% | $5,984-13.1% | $5,287-1.7% |
| Admin fee / account holder | $1,394 | $9,817-85.8% | $8,357-83.3% | $10,132-86.2% |