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 9-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 | $17,499 | $65,685-73.4% | $57,179-69.4% | $273,961-93.6% |
| Participation rate | 71.4% | 78.3%-6.9pp | 75.3%-3.9pp | 83.0%-11.6pp |
| Annual return | -0.73% | 21.99%-22.7pp | 14.59%-15.3pp | 41.45%-42.2pp |
| Employer contribution / active EE | $686 | $3,279-79.1% | $2,682-74.4% | $4,869-85.9% |
| Participant deferral / active EE | $1,279 | $3,782-66.2% | $3,096-58.7% | $5,287-75.8% |
| Admin fee / account holder | $2,016 | $4,835-58.3% | $3,139-35.8% | $10,132-80.1% |