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 7-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 | $21,732 | $77,314-71.9% | $177,989-87.8% | $80,856-73.1% |
| Participation rate | 89.7% | 65.7%+24.0pp | 77.1%+12.6pp | 67.6%+22.0pp |
| Annual return | 10.68% | 18.09%-7.4pp | 294.48%-283.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,132 | $2,292-50.6% | $3,949-71.3% | $2,755-58.9% |
| Participant deferral / active EE | $2,399 | $4,411-45.6% | $6,276-61.8% | $4,296-44.2% |
| Admin fee / account holder | $2,642 | $7,191-63.3% | $10,363-74.5% | $6,918-61.8% |