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 | $29,291 | $71,883-59.3% | $86,677-66.2% | $68,494-57.2% |
| Participation rate | 81.3% | 72.2%+9.0pp | 76.6%+4.7pp | 67.9%+13.4pp |
| Annual return | -20.60% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,441 | $2,173-33.7% | $2,836-49.2% | $2,596-44.5% |
| Participant deferral / active EE | $3,270 | $3,779-13.5% | $4,656-29.8% | $4,027-18.8% |
| Admin fee / account holder | $1,425 | $6,112-76.7% | $7,493-81.0% | $5,403-73.6% |