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 6-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 | $18,803 | $57,990-67.6% | $76,190-75.3% | $80,856-76.7% |
| Participation rate | 71.9% | 73.7%-1.8pp | 79.3%-7.3pp | 67.6%+4.3pp |
| Annual return | 7.41% | 15.89%-8.5pp | 13.78%-6.4pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,260 | $3,565-64.7% | $4,578-72.5% | $2,755-54.3% |
| Participant deferral / active EE | $1,768 | $3,814-53.7% | $5,474-67.7% | $4,296-58.9% |
| Admin fee / account holder | $2,462 | $5,668-56.6% | $5,123-51.9% | $6,918-64.4% |