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 8-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 | $84,741 | $109,881-22.9% | $150,045-43.5% | $84,808-0.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.99% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,827 | $3,561-20.6% | $4,693-39.8% | $2,631+7.4% |
| Participant deferral / active EE | $4,546 | $6,636-31.5% | $7,997-43.2% | $4,212+7.9% |
| Admin fee / account holder | $720 | $8,568-91.6% | $13,435-94.6% | $7,344-90.2% |