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 | $76,692 | $78,422-2.2% | $95,952-20.1% | $79,858-4.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.57% | 19.37%-11.8pp | 91.61%-84.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,244 | $1,945+15.4% | $2,541-11.7% | $2,471-9.2% |
| Participant deferral / active EE | $4,969 | $3,440+44.4% | $4,167+19.2% | $3,740+32.9% |
| Admin fee / account holder | $321 | $5,622-94.3% | $6,795-95.3% | $5,306-94.0% |