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 | $31,605 | $154,228-79.5% | $145,433-78.3% | $137,256-77.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.35% | 74.59%-71.2pp | 66.58%-63.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $4,880 | $4,804+1.6% | $4,554+7.2% | $4,156+17.4% |
| Participant deferral / active EE | $13,138 | $8,216+59.9% | $7,897+66.4% | $6,407+105.1% |
| Admin fee / account holder | $66,877 | $14,344+366.2% | $13,129+409.4% | $12,270+445.0% |