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 | $10,816 | $80,717-86.6% | $154,803-93.0% | $84,808-87.2% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 8.22% | 37.96%-29.7pp | 58.88%-50.7pp | 40.90%-32.7pp |
| Employer contribution / active EE | $886 | $2,761-67.9% | $4,305-79.4% | $2,631-66.3% |
| Participant deferral / active EE | $1,849 | $3,303-44.0% | $5,540-66.6% | $4,212-56.1% |
| Admin fee / account holder | $840 | $6,746-87.5% | $14,329-94.1% | $7,344-88.6% |