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 7-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 | $42,559 | $183,519-76.8% | $155,509-72.6% | $145,922-70.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 5.83% | 61.17%-55.3pp | 64.67%-58.8pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,134 | $5,313-78.7% | $4,672-75.7% | $4,660-75.7% |
| Participant deferral / active EE | $3,469 | $6,462-46.3% | $5,626-38.3% | $6,688-48.1% |
| Admin fee / account holder | $1,042 | $19,313-94.6% | $15,912-93.4% | $13,397-92.2% |