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 5-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 | $80,510 | $176,056-54.3% | $159,436-49.5% | $167,490-51.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.44% | 331.75%-324.3pp | 263.57%-256.1pp | 478.56%-471.1pp |
| Employer contribution / active EE | $2,275 | $5,297-57.0% | $4,829-52.9% | $4,837-53.0% |
| Participant deferral / active EE | $7,003 | $7,750-9.6% | $7,352-4.7% | $6,341+10.4% |
| Admin fee / account holder | $66,446 | $12,554+429.3% | $10,799+515.3% | $12,309+439.8% |