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 | $2,327 | $70,606-96.7% | $53,898-95.7% | $142,382-98.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 6.27% | 619.81%-613.5pp | 528.60%-522.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $761 | $1,202-36.7% | $932-18.3% | $4,299-82.3% |
| Participant deferral / active EE | $847 | $2,364-64.2% | $1,826-53.6% | $6,507-87.0% |
| Admin fee / account holder | $828 | $2,852-71.0% | $2,491-66.8% | $12,624-93.4% |