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 | $10,863 | $47,479-77.1% | $62,929-82.7% | $82,448-86.8% |
| Participation rate | 80.0% | 66.9%+13.1pp | 73.1%+6.9pp | 68.1%+11.9pp |
| Annual return | 6.97% | 20.34%-13.4pp | 1063.93%-1057.0pp | 41.64%-34.7pp |
| Employer contribution / active EE | $1,334 | $1,885-29.2% | $2,505-46.7% | $2,551-47.7% |
| Participant deferral / active EE | $1,632 | $2,870-43.1% | $3,888-58.0% | $4,139-60.6% |
| Admin fee / account holder | $1,140 | $3,804-70.0% | $5,065-77.5% | $7,234-84.2% |