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 | $34,038 | $90,503-62.4% | $78,689-56.7% | $273,961-87.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.78% | 75.60%-76.4pp | 62.18%-63.0pp | 41.45%-42.2pp |
| Employer contribution / active EE | $3,895 | $3,176+22.6% | $2,851+36.6% | $4,869-20.0% |
| Participant deferral / active EE | $10,045 | $3,901+157.5% | $3,517+185.6% | $5,287+90.0% |
| Admin fee / account holder | $61,722 | $5,263+1072.7% | $4,510+1268.4% | $10,132+509.2% |