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 | $126,715 | $176,662-28.3% | $130,648-3.0% | $152,861-17.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 1.05% | 2692.24%-2691.2pp | 1708.96%-1707.9pp | 345.32%-344.3pp |
| Employer contribution / active EE | $990 | $5,742-82.8% | $4,092-75.8% | $4,762-79.2% |
| Participant deferral / active EE | $3,960 | $4,361-9.2% | $3,603+9.9% | $5,850-32.3% |
| Admin fee / account holder | $3,526 | $7,133-50.6% | $5,464-35.5% | $11,596-69.6% |