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 | $34,825 | $62,586-44.4% | $76,768-54.6% | $64,186-45.7% |
| Participation rate | 72.2% | 72.8%-0.6pp | 77.0%-4.7pp | 69.6%+2.7pp |
| Annual return | -8.06% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,404 | $1,832-23.3% | $2,485-43.5% | $2,381-41.0% |
| Participant deferral / active EE | $1,892 | $3,145-39.8% | $3,852-50.9% | $3,470-45.5% |
| Admin fee / account holder | $4,029 | $4,667-13.7% | $6,675-39.6% | $4,888-17.6% |