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 | $27,348 | $53,127-48.5% | $86,590-68.4% | $70,131-61.0% |
| Participation rate | 95.8% | 65.3%+30.5pp | 73.5%+22.3pp | 69.5%+26.3pp |
| Annual return | 11.06% | 27.66%-16.6pp | 964.84%-953.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $2,570 | $2,068+24.3% | $2,839-9.5% | $2,342+9.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $996 | $3,585-72.2% | $4,906-79.7% | $4,645-78.6% |