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 | $38,011 | $211,958-82.1% | $169,463-77.6% | $135,375-71.9% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | -9.42% | 3.26%-12.7pp | 1.83%-11.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $953 | $5,120-81.4% | $4,159-77.1% | $4,779-80.1% |
| Participant deferral / active EE | $4,262 | $6,075-29.8% | $5,277-19.2% | $5,609-24.0% |
| Admin fee / account holder | $11,021 | $11,471-3.9% | $9,109+21.0% | $10,827+1.8% |