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 | $91,236 | $57,828+57.8% | $117,039-22.0% | $70,131+30.1% |
| Participation rate | 83.9% | 67.1%+16.8pp | 77.2%+6.7pp | 69.5%+14.3pp |
| Annual return | 4.16% | 17.55%-13.4pp | 18.95%-14.8pp | 73.14%-69.0pp |
| Employer contribution / active EE | $1,576 | $1,816-13.2% | $3,785-58.4% | $2,342-32.7% |
| Participant deferral / active EE | $2,745 | $2,438+12.6% | $3,929-30.1% | $3,332-17.6% |
| Admin fee / account holder | $5,074 | $3,548+43.0% | $5,974-15.1% | $4,645+9.2% |