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 10-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 | $19,386 | $77,899-75.1% | $149,673-87.0% | $75,163-74.2% |
| Participation rate | 74.4% | 65.6%+8.8pp | 78.8%-4.3pp | 67.2%+7.2pp |
| Annual return | 7.76% | 31.72%-24.0pp | 134.42%-126.7pp | 160.62%-152.9pp |
| Employer contribution / active EE | $929 | $3,137-70.4% | $4,818-80.7% | $2,670-65.2% |
| Participant deferral / active EE | $2,035 | $3,411-40.3% | $5,680-64.2% | $4,125-50.7% |
| Admin fee / account holder | $316 | $5,956-94.7% | $13,210-97.6% | $5,651-94.4% |