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 | $5,747 | $27,915-79.4% | $58,482-90.2% | $75,163-92.4% |
| Participation rate | 94.1% | 38.8%+55.3pp | 50.9%+43.3pp | 67.2%+26.9pp |
| Annual return | 7.00% | 44.20%-37.2pp | 4239.32%-4232.3pp | 160.62%-153.6pp |
| Employer contribution / active EE | $437 | $669-34.6% | $1,053-58.5% | $2,670-83.6% |
| Participant deferral / active EE | $293 | $1,201-75.6% | $1,924-84.8% | $4,125-92.9% |
| Admin fee / account holder | $345 | $1,726-80.0% | $2,516-86.3% | $5,651-93.9% |