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 | $76,521 | $140,940-45.7% | $112,229-31.8% | $139,434-45.1% |
| Participation rate | 82.4% | 79.2%+3.2pp | 72.4%+9.9pp | 80.3%+2.0pp |
| Annual return | 6.72% | 32.71%-26.0pp | 30.20%-23.5pp | 372.94%-366.2pp |
| Employer contribution / active EE | $6,512 | $4,283+52.0% | $3,430+89.8% | $4,751+37.1% |
| Participant deferral / active EE | $2,004 | $5,874-65.9% | $4,798-58.2% | $6,710-70.1% |
| Admin fee / account holder | $440 | $9,954-95.6% | $7,748-94.3% | $11,403-96.1% |