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 | $58,035 | $109,413-47.0% | $156,263-62.9% | $84,808-31.6% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.7pp | 68.3%+28.3pp |
| Annual return | -2.02% | 20.18%-22.2pp | 59.47%-61.5pp | 40.90%-42.9pp |
| Employer contribution / active EE | $1,851 | $2,907-36.3% | $4,333-57.3% | $2,631-29.6% |
| Participant deferral / active EE | $5,067 | $4,590+10.4% | $6,158-17.7% | $4,212+20.3% |
| Admin fee / account holder | $11,786 | $9,357+26.0% | $14,255-17.3% | $7,344+60.5% |