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 5-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 | $114,956 | $70,532+63.0% | $68,948+66.7% | $137,256-16.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 8.38% | 32.56%-24.2pp | 28.39%-20.0pp | 220.34%-212.0pp |
| Employer contribution / active EE | $9,425 | $4,355+116.4% | $4,165+126.3% | $4,156+126.8% |
| Participant deferral / active EE | $4,802 | $6,773-29.1% | $6,186-22.4% | $6,407-25.0% |
| Admin fee / account holder | $79,598 | $7,916+905.5% | $7,539+955.9% | $12,270+548.7% |