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 | $24,638 | $91,037-72.9% | $71,671-65.6% | $147,584-83.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.12% | 20.48%-16.4pp | 20.65%-16.5pp | 578.55%-574.4pp |
| Employer contribution / active EE | $1,087 | $3,327-67.3% | $2,460-55.8% | $4,876-77.7% |
| Participant deferral / active EE | $2,168 | $4,498-51.8% | $3,438-36.9% | $5,439-60.1% |
| Admin fee / account holder | $13,860 | $8,613+60.9% | $5,558+149.3% | $10,885+27.3% |