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 | $162,949 | $88,370+84.4% | $112,977+44.2% | $79,858+104.0% |
| Participation rate | 96.8% | 76.8%+20.0pp | 82.6%+14.2pp | 69.6%+27.1pp |
| Annual return | 1.05% | 23.16%-22.1pp | 24.24%-23.2pp | 31.71%-30.7pp |
| Employer contribution / active EE | $2,422 | $3,398-28.7% | $4,255-43.1% | $2,471-2.0% |
| Participant deferral / active EE | $5,632 | $4,536+24.2% | $5,836-3.5% | $3,740+50.6% |
| Admin fee / account holder | $4,993 | $5,750-13.2% | $6,294-20.7% | $5,306-5.9% |