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 7-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 | $60,345 | $58,927+2.4% | $76,817-21.4% | $72,985-17.3% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 15.86% | 2305.64%-2289.8pp | 1166.11%-1150.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $514 | $1,787-71.2% | $2,302-77.7% | $2,440-78.9% |
| Participant deferral / active EE | $3,090 | $2,690+14.8% | $3,336-7.4% | $3,607-14.3% |
| Admin fee / account holder | $573 | $4,013-85.7% | $6,420-91.1% | $5,124-88.8% |