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 8-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 | $124,963 | $46,553+168.4% | $64,056+95.1% | $75,163+66.3% |
| Participation rate | 70.0% | 65.9%+4.1pp | 72.3%-2.3pp | 67.2%+2.8pp |
| Annual return | 7.47% | 26.03%-18.6pp | 33.69%-26.2pp | 160.62%-153.1pp |
| Employer contribution / active EE | $1,305 | $1,974-33.9% | $2,747-52.5% | $2,670-51.1% |
| Participant deferral / active EE | $6,491 | $2,837+128.8% | $3,880+67.3% | $4,125+57.4% |
| Admin fee / account holder | $21,286 | $2,952+621.1% | $3,068+593.8% | $5,651+276.7% |