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 9-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 | $22,555 | $54,762-58.8% | $90,281-75.0% | $72,985-69.1% |
| Participation rate | 79.4% | 65.1%+14.2pp | 73.3%+6.1pp | 69.5%+9.9pp |
| Annual return | 5.40% | 30.63%-25.2pp | 78.10%-72.7pp | 81.00%-75.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,932 | $2,887+1.6% | $3,885-24.5% | $3,607-18.7% |
| Admin fee / account holder | $986 | $3,972-75.2% | $5,351-81.6% | $5,124-80.8% |