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 5-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 | $34,173 | $148,534-77.0% | $135,903-74.9% | $139,434-75.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 7.75% | 79.19%-71.4pp | 68.23%-60.5pp | 372.94%-365.2pp |
| Employer contribution / active EE | $4,545 | $5,243-13.3% | $4,856-6.4% | $4,751-4.3% |
| Participant deferral / active EE | $5,464 | $8,100-32.5% | $7,758-29.6% | $6,710-18.6% |
| Admin fee / account holder | $2,466 | $12,400-80.1% | $10,762-77.1% | $11,403-78.4% |