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 | $22,563 | $49,922-54.8% | $80,569-72.0% | $75,163-70.0% |
| Participation rate | 88.0% | 55.3%+32.7pp | 67.0%+21.0pp | 67.2%+20.8pp |
| Annual return | 6.00% | 34.69%-28.7pp | 935.43%-929.4pp | 160.62%-154.6pp |
| Employer contribution / active EE | $567 | $1,698-66.6% | $2,723-79.2% | $2,670-78.8% |
| Participant deferral / active EE | $2,724 | $2,990-8.9% | $4,447-38.7% | $4,125-34.0% |
| Admin fee / account holder | $2,000 | $3,577-44.1% | $5,377-62.8% | $5,651-64.6% |