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 | $59,393 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.68% | 79.19%-69.5pp | 68.23%-58.5pp | 372.94%-363.3pp |
| Employer contribution / active EE | $4,865 | $5,243-7.2% | $4,856+0.2% | $4,751+2.4% |
| Participant deferral / active EE | $4,744 | $8,100-41.4% | $7,758-38.8% | $6,710-29.3% |
| Admin fee / account holder | $19,642 | $12,400+58.4% | $10,762+82.5% | $11,403+72.3% |