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 10-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 | $39,683 | $65,041-39.0% | $90,951-56.4% | $79,858-50.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 2.85% | 30.45%-27.6pp | 134.60%-131.8pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,470 | $1,247+17.9% | $2,122-30.7% | $2,471-40.5% |
| Participant deferral / active EE | $2,928 | $2,512+16.6% | $3,373-13.2% | $3,740-21.7% |
| Admin fee / account holder | $765 | $4,536-83.1% | $5,959-87.2% | $5,306-85.6% |