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 | $82,799 | $56,484+46.6% | $169,463-51.1% | $64,186+29.0% |
| Participation rate | 94.6% | 64.5%+30.0pp | 77.8%+16.8pp | 69.6%+25.0pp |
| Annual return | -8.77% | -1.55%-7.2pp | 1.83%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,122 | $1,832+15.8% | $4,159-49.0% | $2,381-10.9% |
| Participant deferral / active EE | $5,028 | $3,448+45.8% | $5,277-4.7% | $3,470+44.9% |
| Admin fee / account holder | $2,925 | $4,174-29.9% | $9,109-67.9% | $4,888-40.2% |