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 9-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 | $34,554 | $87,013-60.3% | $106,213-67.5% | $80,856-57.3% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.6%+7.4pp |
| Annual return | 9.08% | 17.05%-8.0pp | 116.14%-107.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,402 | $2,395-41.5% | $3,171-55.8% | $2,755-49.1% |
| Participant deferral / active EE | $2,058 | $3,986-48.4% | $5,016-59.0% | $4,296-52.1% |
| Admin fee / account holder | $16,250 | $8,431+92.7% | $11,033+47.3% | $6,918+134.9% |