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 | $28,389 | $72,492-60.8% | $87,100-67.4% | $72,985-61.1% |
| Participation rate | 98.4% | 72.8%+25.6pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | -18.01% | 24.46%-42.5pp | 28.19%-46.2pp | 81.00%-99.0pp |
| Employer contribution / active EE | $1,829 | $1,894-3.4% | $2,521-27.5% | $2,440-25.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $751 | $5,055-85.1% | $7,497-90.0% | $5,124-85.3% |