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 3-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 | $83,975 | $154,228-45.6% | $145,433-42.3% | $137,256-38.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 7.41% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,424 | $4,804-49.5% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $2,424 | $8,216-70.5% | $7,897-69.3% | $6,407-62.2% |
| Admin fee / account holder | $3,289 | $14,344-77.1% | $13,129-75.0% | $12,270-73.2% |