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 | $42,495 | $63,346-32.9% | $92,233-53.9% | $70,131-39.4% |
| Participation rate | 84.6% | 68.7%+15.9pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 8.24% | 530.12%-521.9pp | 176.28%-168.0pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,189 | $2,471-51.9% | $3,679-67.7% | $2,342-49.2% |
| Participant deferral / active EE | $2,157 | $2,854-24.4% | $3,897-44.6% | $3,332-35.3% |
| Admin fee / account holder | $1,049 | $3,840-72.7% | $5,194-79.8% | $4,645-77.4% |