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 9-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 | $96,306 | $153,772-37.4% | $133,980-28.1% | $273,961-64.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.02% | 36.51%-34.5pp | 29.30%-27.3pp | 41.45%-39.4pp |
| Employer contribution / active EE | $5,590 | $6,029-7.3% | $5,211+7.3% | $4,869+14.8% |
| Participant deferral / active EE | $6,693 | $6,958-3.8% | $6,282+6.5% | $5,287+26.6% |
| Admin fee / account holder | $1,311 | $11,765-88.9% | $9,324-85.9% | $10,132-87.1% |