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 | $66,355 | $110,094-39.7% | $151,611-56.2% | $68,494-3.1% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -19.52% | -10.12%-9.4pp | 3.33%-22.8pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,345 | $4,471-47.5% | $6,166-62.0% | $2,596-9.7% |
| Participant deferral / active EE | $3,925 | $6,527-39.9% | $8,363-53.1% | $4,027-2.5% |
| Admin fee / account holder | $5,881 | $7,719-23.8% | $11,616-49.4% | $5,403+8.9% |