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 | $31,477 | $67,411-53.3% | $91,001-65.4% | $70,131-55.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 8.88% | -40.16%+49.0pp | 4.60%+4.3pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,118 | $1,786-37.4% | $2,456-54.5% | $2,342-52.3% |
| Participant deferral / active EE | $2,677 | $2,823-5.1% | $3,547-24.5% | $3,332-19.6% |
| Admin fee / account holder | $1,689 | $4,236-60.1% | $5,417-68.8% | $4,645-63.6% |