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 | $33,993 | $82,882-59.0% | $127,761-73.4% | $72,985-53.4% |
| Participation rate | 74.2% | 71.5%+2.7pp | 79.0%-4.8pp | 69.5%+4.7pp |
| Annual return | 16.95% | 32.20%-15.2pp | 26.14%-9.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,347 | $3,346-29.9% | $4,574-48.7% | $2,440-3.8% |
| Participant deferral / active EE | $2,463 | $4,791-48.6% | $6,021-59.1% | $3,607-31.7% |
| Admin fee / account holder | $11,510 | $6,487+77.4% | $9,395+22.5% | $5,124+124.6% |