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 | $29,583 | $159,602-81.5% | $150,045-80.3% | $142,382-79.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 6.29% | 70.24%-64.0pp | 62.55%-56.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,119 | $4,961-37.1% | $4,693-33.5% | $4,299-27.5% |
| Participant deferral / active EE | $6,654 | $8,310-19.9% | $7,997-16.8% | $6,507+2.3% |
| Admin fee / account holder | $42,347 | $14,846+185.2% | $13,435+215.2% | $12,624+235.5% |