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 5-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 | $8,408 | $72,071-88.3% | $68,368-87.7% | $137,256-93.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 9.00% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,254 | $2,788-55.0% | $2,649-52.7% | $4,156-69.8% |
| Participant deferral / active EE | $2,512 | $4,410-43.0% | $4,123-39.1% | $6,407-60.8% |
| Admin fee / account holder | $10,924 | $5,336+104.7% | $5,150+112.1% | $12,270-11.0% |