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 | $47,965 | $125,758-61.9% | $169,993-71.8% | $75,163-36.2% |
| Participation rate | 97.0% | 83.6%+13.4pp | 87.0%+10.0pp | 67.2%+29.8pp |
| Annual return | 11.15% | 27.20%-16.1pp | 53.37%-42.2pp | 160.62%-149.5pp |
| Employer contribution / active EE | $5,520 | $4,615+19.6% | $6,785-18.6% | $2,670+106.8% |
| Participant deferral / active EE | $5,956 | $6,837-12.9% | $10,408-42.8% | $4,125+44.4% |
| Admin fee / account holder | $2,633 | $8,173-67.8% | $12,815-79.5% | $5,651-53.4% |