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 8-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 | $142,196 | $76,367+86.2% | $93,606+51.9% | $72,985+94.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 5.64% | 25.82%-20.2pp | 32.76%-27.1pp | 81.00%-75.4pp |
| Employer contribution / active EE | $4,804 | $2,275+111.2% | $2,718+76.8% | $2,440+96.9% |
| Participant deferral / active EE | $3,657 | $3,538+3.4% | $4,069-10.1% | $3,607+1.4% |
| Admin fee / account holder | $10,485 | $6,838+53.3% | $7,888+32.9% | $5,124+104.6% |