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 | $31,929 | $53,018-39.8% | $70,014-54.4% | $62,891-49.2% |
| Participation rate | 91.3% | 67.2%+24.1pp | 71.8%+19.5pp | 69.3%+22.0pp |
| Annual return | 2.41% | 13.35%-10.9pp | 12.99%-10.6pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,185 | $1,799+21.4% | $2,338-6.6% | $2,281-4.2% |
| Participant deferral / active EE | $2,082 | $2,395-13.1% | $2,931-29.0% | $3,203-35.0% |
| Admin fee / account holder | $1,219 | $3,690-67.0% | $4,380-72.2% | $4,296-71.6% |