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 | $27,553 | $73,933-62.7% | $96,683-71.5% | $75,163-63.3% |
| Participation rate | 97.0% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.8pp |
| Annual return | -0.68% | 26.70%-27.4pp | 35.69%-36.4pp | 160.62%-161.3pp |
| Employer contribution / active EE | $2,985 | $2,928+2.0% | $3,737-20.1% | $2,670+11.8% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,007 | $5,216-80.7% | $6,730-85.0% | $5,651-82.2% |