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 6-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 | $39,797 | $48,795-18.4% | $65,493-39.2% | $84,808-53.1% |
| Participation rate | 72.4% | 67.0%+5.4pp | 73.1%-0.7pp | 68.3%+4.1pp |
| Annual return | 11.01% | 20.20%-9.2pp | 982.45%-971.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,451 | $1,930-24.8% | $2,574-43.6% | $2,631-44.9% |
| Participant deferral / active EE | $3,640 | $2,928+24.3% | $3,961-8.1% | $4,212-13.6% |
| Admin fee / account holder | $3,770 | $3,877-2.8% | $5,028-25.0% | $7,344-48.7% |