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 | $24,943 | $56,053-55.5% | $75,972-67.2% | $80,856-69.2% |
| Participation rate | 96.4% | 62.0%+34.4pp | 69.1%+27.4pp | 67.6%+28.8pp |
| Annual return | 6.06% | 20.53%-14.5pp | 359.55%-353.5pp | 35.59%-29.5pp |
| Employer contribution / active EE | $3,199 | $1,874+70.7% | $2,685+19.2% | $2,755+16.1% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,932 | $5,234-44.0% | $6,467-54.7% | $6,918-57.6% |