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 | $104,030 | $79,633+30.6% | $93,789+10.9% | $68,494+51.9% |
| Participation rate | 80.6% | 75.4%+5.2pp | 81.0%-0.4pp | 67.9%+12.7pp |
| Annual return | -18.93% | -0.10%-18.8pp | -11.33%-7.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,839 | $5,158+32.6% | $6,094+12.2% | $4,027+69.8% |
| Admin fee / account holder | $4,367 | $6,871-36.4% | $7,195-39.3% | $5,403-19.2% |