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 4-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 | $6,968 | $29,319-76.2% | $52,425-86.7% | $82,448-91.5% |
| Participation rate | 75.0% | 46.9%+28.1pp | 55.6%+19.4pp | 68.1%+6.9pp |
| Annual return | 11.25% | 535.20%-524.0pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $473 | $586-19.3% | $914-48.3% | $2,551-81.5% |
| Participant deferral / active EE | $483 | $1,171-58.8% | $1,790-73.0% | $4,139-88.3% |
| Admin fee / account holder | $2,432 | $1,962+24.0% | $2,495-2.5% | $7,234-66.4% |