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 | $54,650 | $90,503-39.6% | $78,689-30.5% | $273,961-80.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.23% | 75.60%-79.8pp | 62.18%-66.4pp | 41.45%-45.7pp |
| Employer contribution / active EE | $3,685 | $3,176+16.0% | $2,851+29.3% | $4,869-24.3% |
| Participant deferral / active EE | $5,207 | $3,901+33.5% | $3,517+48.1% | $5,287-1.5% |
| Admin fee / account holder | $490 | $5,263-90.7% | $4,510-89.1% | $10,132-95.2% |