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 5-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 | $65,325 | $81,460-19.8% | $103,333-36.8% | $80,856-19.2% |
| Participation rate | 92.5% | 66.8%+25.7pp | 74.5%+18.0pp | 67.6%+24.9pp |
| Annual return | 9.59% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $17,424 | $3,105+461.1% | $3,868+350.5% | $2,755+532.5% |
| Participant deferral / active EE | $2,907 | $3,869-24.9% | $5,057-42.5% | $4,296-32.3% |
| Admin fee / account holder | $40,416 | $6,566+515.5% | $8,355+383.8% | $6,918+484.2% |