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 | $26,556 | $48,795-45.6% | $65,493-59.5% | $84,808-68.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 2.22% | 20.20%-18.0pp | 982.45%-980.2pp | 40.90%-38.7pp |
| Employer contribution / active EE | $1,306 | $1,930-32.3% | $2,574-49.3% | $2,631-50.4% |
| Participant deferral / active EE | $2,370 | $2,928-19.1% | $3,961-40.2% | $4,212-43.7% |
| Admin fee / account holder | $2,620 | $3,877-32.4% | $5,028-47.9% | $7,344-64.3% |