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 | $55,549 | $62,586-11.2% | $76,768-27.6% | $64,186-13.5% |
| Participation rate | 90.5% | 72.8%+17.7pp | 77.0%+13.5pp | 69.6%+20.9pp |
| Annual return | -7.64% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,690 | $1,832-7.7% | $2,485-32.0% | $2,381-29.0% |
| Participant deferral / active EE | $2,767 | $3,145-12.0% | $3,852-28.2% | $3,470-20.3% |
| Admin fee / account holder | $3,224 | $4,667-30.9% | $6,675-51.7% | $4,888-34.0% |