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 8-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 | $38,066 | $53,516-28.9% | $126,539-69.9% | $84,808-55.1% |
| Participation rate | 94.1% | 58.2%+35.9pp | 69.8%+24.3pp | 68.3%+25.8pp |
| Annual return | 8.50% | 58.34%-49.8pp | 425.95%-417.4pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,465 | $1,535-4.5% | $3,674-60.1% | $2,631-44.3% |
| Participant deferral / active EE | $4,468 | $2,671+67.3% | $4,083+9.4% | $4,212+6.1% |
| Admin fee / account holder | $10,233 | $4,497+127.6% | $6,065+68.7% | $7,344+39.3% |