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 3-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 | $3,239 | $74,888-95.7% | $71,209-95.5% | $142,382-97.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.28% | 345.14%-332.9pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $899 | $2,854-68.5% | $2,721-66.9% | $4,299-79.1% |
| Participant deferral / active EE | $1,065 | $4,454-76.1% | $4,175-74.5% | $6,507-83.6% |
| Admin fee / account holder | $759 | $5,568-86.4% | $5,349-85.8% | $12,624-94.0% |