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 9-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 | $21,458 | $51,175-58.1% | $70,515-69.6% | $75,163-71.5% |
| Participation rate | 98.1% | 60.9%+37.2pp | 68.3%+29.8pp | 67.2%+31.0pp |
| Annual return | 10.17% | 30.02%-19.9pp | 32.77%-22.6pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,732 | $1,826+49.6% | $2,973-8.1% | $2,670+2.3% |
| Participant deferral / active EE | $2,772 | $2,849-2.7% | $4,567-39.3% | $4,125-32.8% |
| Admin fee / account holder | $5,183 | $4,091+26.7% | $6,412-19.2% | $5,651-8.3% |