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 6-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 | $64,554 | $102,382-36.9% | $147,005-56.1% | $80,874-20.2% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 11.77% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $3,970 | $3,715+6.9% | $4,934-19.5% | $2,756+44.1% |
| Participant deferral / active EE | $7,672 | $6,646+15.4% | $8,070-4.9% | $4,297+78.6% |
| Admin fee / account holder | $13,813 | $7,942+73.9% | $13,006+6.2% | $6,935+99.2% |