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 | $18,066 | $29,319-38.4% | $52,425-65.5% | $82,448-78.1% |
| Participation rate | 94.5% | 46.9%+47.7pp | 55.6%+38.9pp | 68.1%+26.5pp |
| Annual return | 12.05% | 535.20%-523.2pp | 302.12%-290.1pp | 41.64%-29.6pp |
| Employer contribution / active EE | $886 | $586+51.1% | $914-3.0% | $2,551-65.3% |
| Participant deferral / active EE | $1,656 | $1,171+41.3% | $1,790-7.5% | $4,139-60.0% |
| Admin fee / account holder | $5,367 | $1,962+173.6% | $2,495+115.1% | $7,234-25.8% |