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 | $12,501 | $45,035-72.2% | $62,995-80.2% | $70,131-82.2% |
| Participation rate | 86.7% | 69.5%+17.1pp | 74.8%+11.9pp | 69.5%+17.1pp |
| Annual return | 10.44% | 18.76%-8.3pp | 87.57%-77.1pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,336 | $2,051-34.9% | $2,759-51.6% | $2,342-43.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $784 | $2,834-72.3% | $3,600-78.2% | $4,645-83.1% |