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 | $27,696 | $34,308-19.3% | $74,701-62.9% | $72,985-62.1% |
| Participation rate | 96.4% | 42.4%+54.0pp | 54.5%+41.9pp | 69.5%+26.9pp |
| Annual return | 5.89% | 26.58%-20.7pp | 752.92%-747.0pp | 81.00%-75.1pp |
| Employer contribution / active EE | $2,727 | $692+294.3% | $1,084+151.7% | $2,440+11.8% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $328 | $2,124-84.6% | $3,333-90.2% | $5,124-93.6% |