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 10-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 | $62,711 | $67,411-7.0% | $91,001-31.1% | $70,131-10.6% |
| Participation rate | 92.3% | 71.4%+20.9pp | 75.6%+16.7pp | 69.5%+22.8pp |
| Annual return | 9.50% | -40.16%+49.7pp | 4.60%+4.9pp | 73.14%-63.6pp |
| Employer contribution / active EE | $4,079 | $1,786+128.4% | $2,456+66.1% | $2,342+74.1% |
| Participant deferral / active EE | $3,058 | $2,823+8.3% | $3,547-13.8% | $3,332-8.2% |
| Admin fee / account holder | $42,810 | $4,236+910.6% | $5,417+690.3% | $4,645+821.6% |