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 4-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 | $44,638 | $87,166-48.8% | $76,735-41.8% | $137,256-67.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 0.15% | 26.50%-26.3pp | 29.77%-29.6pp | 220.34%-220.2pp |
| Employer contribution / active EE | $3,300 | $2,904+13.6% | $2,454+34.5% | $4,156-20.6% |
| Participant deferral / active EE | $9,148 | $4,726+93.6% | $4,088+123.8% | $6,407+42.8% |
| Admin fee / account holder | $59,932 | $8,403+613.2% | $7,189+733.6% | $12,270+388.4% |