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 6-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 | $34,700 | $80,724-57.0% | $103,333-66.4% | $74,495-53.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.53% | 27.56%-17.0pp | 24.88%-14.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $3,182 | $3,157+0.8% | $3,868-17.7% | $2,623+21.3% |
| Participant deferral / active EE | $4,292 | $3,860+11.2% | $5,057-15.1% | $4,346-1.2% |
| Admin fee / account holder | $2,425 | $2,368+2.4% | $8,355-71.0% | $1,942+24.9% |