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 9-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 | $29,718 | $106,584-72.1% | $101,326-70.7% | $142,382-79.1% |
| Participation rate | 73.9% | 82.7%-8.8pp | 81.5%-7.6pp | 80.1%-6.2pp |
| Annual return | 10.02% | 36.93%-26.9pp | 36.82%-26.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,428 | $3,956-38.6% | $3,665-33.7% | $4,299-43.5% |
| Participant deferral / active EE | $3,107 | $8,297-62.6% | $7,994-61.1% | $6,507-52.3% |
| Admin fee / account holder | $21,413 | $11,446+87.1% | $11,185+91.4% | $12,624+69.6% |