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 7-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 | $16,257 | $80,717-79.9% | $154,803-89.5% | $84,808-80.8% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 10.19% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,618 | $2,761+31.0% | $4,305-16.0% | $2,631+37.5% |
| Participant deferral / active EE | $1,763 | $3,303-46.6% | $5,540-68.2% | $4,212-58.1% |
| Admin fee / account holder | $2,662 | $6,746-60.5% | $14,329-81.4% | $7,344-63.8% |