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 | $52,299 | $58,627-10.8% | $76,735-31.8% | $82,448-36.6% |
| Participation rate | 76.2% | 63.2%+13.0pp | 69.5%+6.7pp | 68.1%+8.1pp |
| Annual return | 11.41% | 39.10%-27.7pp | 29.77%-18.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,624 | $1,729+51.8% | $2,454+6.9% | $2,551+2.9% |
| Participant deferral / active EE | $5,205 | $3,134+66.1% | $4,088+27.3% | $4,139+25.7% |
| Admin fee / account holder | $5,245 | $5,323-1.5% | $7,189-27.0% | $7,234-27.5% |