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 | $27,928 | $60,124-53.5% | $90,404-69.1% | $79,858-65.0% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.6pp |
| Annual return | 7.67% | 71.94%-64.3pp | 1293.02%-1285.3pp | 31.71%-24.0pp |
| Employer contribution / active EE | $737 | $2,068-64.4% | $3,262-77.4% | $2,471-70.2% |
| Participant deferral / active EE | $1,526 | $2,938-48.1% | $3,963-61.5% | $3,740-59.2% |
| Admin fee / account holder | $5,610 | $3,976+41.1% | $5,6110% | $5,306+5.7% |