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 | $71,084 | $54,762+29.8% | $90,281-21.3% | $72,985-2.6% |
| Participation rate | 90.2% | 65.1%+25.1pp | 73.3%+17.0pp | 69.5%+20.8pp |
| Annual return | 5.81% | 30.63%-24.8pp | 78.10%-72.3pp | 81.00%-75.2pp |
| Employer contribution / active EE | $3,732 | $2,092+78.3% | $2,854+30.7% | $2,440+52.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,752 | $3,972-55.9% | $5,351-67.3% | $5,124-65.8% |