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 | $40,056 | $57,016-29.7% | $84,966-52.9% | $80,856-50.5% |
| Participation rate | 88.9% | 56.3%+32.5pp | 67.5%+21.4pp | 67.6%+21.3pp |
| Annual return | 9.87% | 21.66%-11.8pp | 66.38%-56.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $303 | $1,798-83.1% | $2,727-88.9% | $2,755-89.0% |
| Participant deferral / active EE | $2,051 | $3,110-34.0% | $4,519-54.6% | $4,296-52.2% |
| Admin fee / account holder | $1,594 | $4,980-68.0% | $6,149-74.1% | $6,918-77.0% |