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 | $41,729 | $63,346-34.1% | $92,233-54.8% | $70,131-40.5% |
| Participation rate | 84.1% | 68.7%+15.5pp | 76.5%+7.6pp | 69.5%+14.6pp |
| Annual return | 11.26% | 530.12%-518.9pp | 176.28%-165.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $2,351 | $2,471-4.8% | $3,679-36.1% | $2,342+0.4% |
| Participant deferral / active EE | $1,235 | $2,854-56.7% | $3,897-68.3% | $3,332-62.9% |
| Admin fee / account holder | $1,668 | $3,840-56.6% | $5,194-67.9% | $4,645-64.1% |