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 | $77,665 | $32,037+142.4% | $69,182+12.3% | $62,891+23.5% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | -8.76% | 15.16%-23.9pp | -21.93%+13.2pp | 20.14%-28.9pp |
| Employer contribution / active EE | $1,190 | $679+75.3% | $1,206-1.3% | $2,281-47.8% |
| Participant deferral / active EE | $1,411 | $1,185+19.0% | $1,897-25.6% | $3,203-55.9% |
| Admin fee / account holder | $1,711 | $2,608-34.4% | $2,697-36.5% | $4,296-60.2% |