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 6-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 | $6,370 | $51,175-87.6% | $70,515-91.0% | $75,163-91.5% |
| Participation rate | 97.6% | 60.9%+36.6pp | 68.3%+29.2pp | 67.2%+30.4pp |
| Annual return | 12.29% | 30.02%-17.7pp | 32.77%-20.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $406 | $1,826-77.8% | $2,973-86.3% | $2,670-84.8% |
| Participant deferral / active EE | $1,527 | $2,849-46.4% | $4,567-66.6% | $4,125-63.0% |
| Admin fee / account holder | $1,104 | $4,091-73.0% | $6,412-82.8% | $5,651-80.5% |