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 8-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 | $80,042 | $165,335-51.6% | $149,696-46.5% | $158,922-49.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 3.25% | 348.15%-344.9pp | 276.60%-273.4pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,222 | $5,103-56.5% | $4,644-52.2% | $4,761-53.3% |
| Participant deferral / active EE | $6,085 | $7,181-15.3% | $6,842-11.1% | $5,982+1.7% |
| Admin fee / account holder | $33,102 | $10,807+206.3% | $9,309+255.6% | $11,246+194.4% |