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 | $71,303 | $57,541+23.9% | $95,745-25.5% | $75,163-5.1% |
| Participation rate | 77.3% | 62.5%+14.8pp | 72.3%+5.0pp | 67.2%+10.1pp |
| Annual return | 12.38% | 34.93%-22.5pp | 28.35%-16.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $842 | $1,808-53.4% | $2,835-70.3% | $2,670-68.5% |
| Participant deferral / active EE | $4,506 | $3,074+46.6% | $4,245+6.2% | $4,125+9.2% |
| Admin fee / account holder | $2,825 | $4,099-31.1% | $5,678-50.2% | $5,651-50.0% |