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 | $50,778 | $113,935-55.4% | $94,224-46.1% | $125,391-59.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.53% | 5.29%-11.8pp | 10.68%-17.2pp | 282.22%-288.8pp |
| Employer contribution / active EE | $6,763 | $4,727+43.1% | $3,587+88.6% | $4,866+39.0% |
| Participant deferral / active EE | $2,942 | $5,179-43.2% | $4,320-31.9% | $5,352-45.0% |
| Admin fee / account holder | $6,160 | $8,391-26.6% | $6,269-1.7% | $9,540-35.4% |