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 | $46,434 | $70,756-34.4% | $65,493-29.1% | $142,382-67.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 9.21% | 1754.89%-1745.7pp | 982.45%-973.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,324 | $2,881-54.0% | $2,574-48.6% | $4,299-69.2% |
| Participant deferral / active EE | $2,886 | $4,637-37.8% | $3,961-27.2% | $6,507-55.7% |
| Admin fee / account holder | $357 | $6,559-94.6% | $5,028-92.9% | $12,624-97.2% |