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 7-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 | $31,165 | $154,228-79.8% | $145,433-78.6% | $137,256-77.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.76% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,423 | $4,804-49.6% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $2,913 | $8,216-64.5% | $7,897-63.1% | $6,407-54.5% |
| Admin fee / account holder | $327 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |