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 | $121,151 | $148,534-18.4% | $135,903-10.9% | $139,434-13.1% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 7.46% | 79.19%-71.7pp | 68.23%-60.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,837 | $5,243-65.0% | $4,856-62.2% | $4,751-61.3% |
| Participant deferral / active EE | $7,970 | $8,100-1.6% | $7,758+2.7% | $6,710+18.8% |
| Admin fee / account holder | $1,685 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |