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 | $78,948 | $78,9260% | $136,749-42.3% | $84,808-6.9% |
| Participation rate | 89.3% | 62.2%+27.1pp | 72.1%+17.1pp | 68.3%+21.0pp |
| Annual return | 7.19% | 18.17%-11.0pp | 24.33%-17.1pp | 40.90%-33.7pp |
| Employer contribution / active EE | $2,298 | $2,134+7.7% | $3,400-32.4% | $2,631-12.6% |
| Participant deferral / active EE | $3,764 | $3,168+18.8% | $4,692-19.8% | $4,212-10.6% |
| Admin fee / account holder | $1,871 | $6,369-70.6% | $11,386-83.6% | $7,344-74.5% |