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 | $12,648 | $77,899-83.8% | $149,673-91.5% | $75,163-83.2% |
| Participation rate | 91.7% | 65.6%+26.1pp | 78.8%+12.9pp | 67.2%+24.5pp |
| Annual return | 8.15% | 31.72%-23.6pp | 134.42%-126.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,477 | $3,137-52.9% | $4,818-69.3% | $2,670-44.7% |
| Participant deferral / active EE | $1,326 | $3,411-61.1% | $5,680-76.7% | $4,125-67.9% |
| Admin fee / account holder | $1,117 | $5,956-81.3% | $13,210-91.5% | $5,651-80.2% |