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 | $61,814 | $94,338-34.5% | $100,534-38.5% | $142,382-56.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 11.94% | 29.20%-17.3pp | 32.66%-20.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $6,062 | $4,237+43.1% | $4,346+39.5% | $4,299+41.0% |
| Participant deferral / active EE | $3,979 | $5,934-33.0% | $6,144-35.2% | $6,507-38.9% |
| Admin fee / account holder | $20,774 | $8,421+146.7% | $7,654+171.4% | $12,624+64.6% |