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 | $48,306 | $91,538-47.2% | $129,995-62.8% | $75,163-35.7% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 12.01% | -631.11%+643.1pp | -137.18%+149.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,525 | $2,845-11.3% | $4,320-41.6% | $2,670-5.4% |
| Participant deferral / active EE | $2,784 | $4,341-35.9% | $5,820-52.2% | $4,125-32.5% |
| Admin fee / account holder | $9,774 | $6,790+43.9% | $10,614-7.9% | $5,651+73.0% |