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 6-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 | $70,661 | $78,422-9.9% | $95,952-26.4% | $79,858-11.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.15% | 19.37%-10.2pp | 91.61%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,270 | $1,945-34.7% | $2,541-50.0% | $2,471-48.6% |
| Participant deferral / active EE | $3,251 | $3,440-5.5% | $4,167-22.0% | $3,740-13.1% |
| Admin fee / account holder | $445 | $5,622-92.1% | $6,795-93.5% | $5,306-91.6% |