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 | $45,238 | $127,065-64.4% | $113,168-60.0% | $142,382-68.2% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 3.06% | 24.03%-21.0pp | 24.27%-21.2pp | 217.08%-214.0pp |
| Employer contribution / active EE | $3,086 | $3,442-10.4% | $2,975+3.7% | $4,299-28.2% |
| Participant deferral / active EE | $7,261 | $5,716+27.0% | $5,107+42.2% | $6,507+11.6% |
| Admin fee / account holder | $7,424 | $15,736-52.8% | $12,068-38.5% | $12,624-41.2% |