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 9-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 | $40,216 | $58,851-31.7% | $115,157-65.1% | $72,985-44.9% |
| Participation rate | 72.5% | 65.5%+7.0pp | 75.9%-3.4pp | 69.5%+3.1pp |
| Annual return | 3.54% | 23.16%-19.6pp | 35.60%-32.1pp | 81.00%-77.5pp |
| Employer contribution / active EE | $1,568 | $1,798-12.8% | $3,179-50.7% | $2,440-35.7% |
| Participant deferral / active EE | $2,234 | $2,643-15.4% | $4,168-46.4% | $3,607-38.1% |
| Admin fee / account holder | $3,018 | $6,370-52.6% | $7,088-57.4% | $5,124-41.1% |