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 6-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 | $20,378 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 6.81% | 74.59%-67.8pp | 66.58%-59.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,546 | $4,804-67.8% | $4,554-66.1% | $4,156-62.8% |
| Participant deferral / active EE | $7,987 | $8,216-2.8% | $7,897+1.1% | $6,407+24.7% |
| Admin fee / account holder | $21,922 | $14,344+52.8% | $13,129+67.0% | $12,270+78.7% |