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 | $51,928 | $70,669-26.5% | $169,368-69.3% | $75,163-30.9% |
| Participation rate | 84.9% | 64.8%+20.1pp | 77.1%+7.8pp | 67.2%+17.7pp |
| Annual return | 13.53% | 36.36%-22.8pp | 405.60%-392.1pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,785 | $2,211-19.3% | $4,013-55.5% | $2,670-33.1% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,926 | $5,402+46.7% | $9,003-12.0% | $5,651+40.3% |