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 | $18,143 | $49,280-63.2% | $67,313-73.0% | $64,186-71.7% |
| Participation rate | 70.0% | 60.8%+9.2pp | 69.1%+0.9pp | 69.6%+0.4pp |
| Annual return | -9.84% | -1.39%-8.4pp | -4.08%-5.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,670 | $1,668+0.1% | $2,566-34.9% | $2,381-29.9% |
| Participant deferral / active EE | $4,151 | $2,484+67.1% | $3,568+16.3% | $3,470+19.6% |
| Admin fee / account holder | $934 | $3,863-75.8% | $4,507-79.3% | $4,888-80.9% |