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 | $28,554 | $102,616-72.2% | $81,983-65.2% | $158,922-82.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 0.41% | 61.04%-60.6pp | 41.31%-40.9pp | 302.83%-302.4pp |
| Employer contribution / active EE | $3,912 | $3,240+20.7% | $2,498+56.6% | $4,761-17.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $3,722-100.0% | $5,982-100.0% |
| Admin fee / account holder | $673 | $8,235-91.8% | $5,664-88.1% | $11,246-94.0% |