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 3-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 | $31,647 | $77,899-59.4% | $149,673-78.9% | $75,163-57.9% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.9pp | 67.2%+23.4pp |
| Annual return | 11.61% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,332 | $3,137-25.7% | $4,818-51.6% | $2,670-12.7% |
| Participant deferral / active EE | $1,632 | $3,411-52.2% | $5,680-71.3% | $4,125-60.4% |
| Admin fee / account holder | $2,937 | $5,956-50.7% | $13,210-77.8% | $5,651-48.0% |