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 | $57,006 | $59,839-4.7% | $81,983-30.5% | $79,858-28.6% |
| Participation rate | 98.5% | 61.6%+36.8pp | 69.2%+29.2pp | 69.6%+28.8pp |
| Annual return | -15.00% | 17.56%-32.6pp | 41.31%-56.3pp | 31.71%-46.7pp |
| Employer contribution / active EE | $1,891 | $1,713+10.4% | $2,498-24.3% | $2,471-23.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,556 | $4,287-63.7% | $5,664-72.5% | $5,306-70.7% |