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 | $59,634 | $63,346-5.9% | $92,233-35.3% | $70,131-15.0% |
| Participation rate | 83.8% | 68.7%+15.1pp | 76.5%+7.3pp | 69.5%+14.2pp |
| Annual return | 11.25% | 530.12%-518.9pp | 176.28%-165.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $646 | $2,471-73.8% | $3,679-82.4% | $2,342-72.4% |
| Participant deferral / active EE | $2,585 | $2,854-9.4% | $3,897-33.7% | $3,332-22.4% |
| Admin fee / account holder | $3,713 | $3,840-3.3% | $5,194-28.5% | $4,645-20.1% |