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 4-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 | $34,292 | $48,795-29.7% | $65,493-47.6% | $84,808-59.6% |
| Participation rate | 96.9% | 67.0%+29.9pp | 73.1%+23.8pp | 68.3%+28.6pp |
| Annual return | 11.51% | 20.20%-8.7pp | 982.45%-970.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $3,495 | $1,930+81.1% | $2,574+35.8% | $2,631+32.9% |
| Participant deferral / active EE | $3,608 | $2,928+23.2% | $3,961-8.9% | $4,212-14.3% |
| Admin fee / account holder | $4,047 | $3,877+4.4% | $5,028-19.5% | $7,344-44.9% |