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 | $21,365 | $85,202-74.9% | $172,739-87.6% | $72,985-70.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.92% | 27.32%-19.4pp | 802.84%-794.9pp | 81.00%-73.1pp |
| Employer contribution / active EE | $863 | $3,324-74.0% | $5,143-83.2% | $2,440-64.6% |
| Participant deferral / active EE | $3,091 | $3,260-5.2% | $5,198-40.5% | $3,607-14.3% |
| Admin fee / account holder | $3,606 | $5,884-38.7% | $13,954-74.2% | $5,124-29.6% |