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 | $24,539 | $58,828-58.3% | $77,999-68.5% | $62,891-61.0% |
| Participation rate | 97.7% | 71.1%+26.7pp | 75.5%+22.2pp | 69.3%+28.4pp |
| Annual return | -8.39% | 17.16%-25.5pp | 425.96%-434.4pp | 20.14%-28.5pp |
| Employer contribution / active EE | $2,775 | $1,672+66.0% | $2,470+12.4% | $2,281+21.7% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,492 | $4,393-43.3% | $5,480-54.5% | $4,296-42.0% |