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 8-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 | $20,690 | $80,717-74.4% | $154,803-86.6% | $84,808-75.6% |
| Participation rate | 97.9% | 66.8%+31.1pp | 78.1%+19.8pp | 68.3%+29.6pp |
| Annual return | 11.96% | 37.96%-26.0pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,741 | $2,761-37.0% | $4,305-59.6% | $2,631-33.8% |
| Participant deferral / active EE | $2,248 | $3,303-31.9% | $5,540-59.4% | $4,212-46.6% |
| Admin fee / account holder | $4,463 | $6,746-33.8% | $14,329-68.9% | $7,344-39.2% |