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 | $27,070 | $127,264-78.7% | $109,895-75.4% | $167,490-83.8% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.2%+18.6pp | 82.1%+10.8pp |
| Annual return | 7.19% | 22.97%-15.8pp | 29.45%-22.3pp | 478.56%-471.4pp |
| Employer contribution / active EE | $660 | $3,322-80.1% | $2,842-76.8% | $4,837-86.4% |
| Participant deferral / active EE | $3,714 | $4,514-17.7% | $4,048-8.2% | $6,341-41.4% |
| Admin fee / account holder | $2,331 | $7,114-67.2% | $6,066-61.6% | $12,309-81.1% |