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 9-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 | $44,956 | $45,073-0.3% | $69,455-35.3% | $72,985-38.4% |
| Participation rate | 76.6% | 68.5%+8.1pp | 74.6%+2.0pp | 69.5%+7.1pp |
| Annual return | 0.39% | 22.65%-22.3pp | 28.97%-28.6pp | 81.00%-80.6pp |
| Employer contribution / active EE | $493 | $2,054-76.0% | $2,779-82.3% | $2,440-79.8% |
| Participant deferral / active EE | $3,293 | $2,602+26.6% | $3,535-6.9% | $3,607-8.7% |
| Admin fee / account holder | $5,096 | $3,056+66.8% | $3,839+32.7% | $5,124-0.6% |