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 4-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 | $52,564 | $90,503-41.9% | $78,689-33.2% | $273,961-80.8% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 0.79% | 75.60%-74.8pp | 62.18%-61.4pp | 41.45%-40.7pp |
| Employer contribution / active EE | $2,575 | $3,176-18.9% | $2,851-9.7% | $4,869-47.1% |
| Participant deferral / active EE | $9,082 | $3,901+132.8% | $3,517+158.2% | $5,287+71.8% |
| Admin fee / account holder | $12,500 | $5,263+137.5% | $4,510+177.1% | $10,132+23.4% |