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 | $32,506 | $100,773-67.7% | $88,946-63.5% | $142,382-77.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 9.60% | 70.18%-60.6pp | 57.82%-48.2pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,923 | $2,918-34.1% | $2,555-24.8% | $4,299-55.3% |
| Participant deferral / active EE | $1,583 | $5,230-69.7% | $4,581-65.4% | $6,507-75.7% |
| Admin fee / account holder | $23,925 | $9,693+146.8% | $8,261+189.6% | $12,624+89.5% |