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 | $45,819 | $217,402-78.9% | $185,823-75.3% | $167,490-72.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 1.98% | 148.36%-146.4pp | 122.05%-120.1pp | 478.56%-476.6pp |
| Employer contribution / active EE | $2,769 | $5,873-52.9% | $5,167-46.4% | $4,837-42.8% |
| Participant deferral / active EE | $9,093 | $6,356+43.1% | $5,568+63.3% | $6,341+43.4% |
| Admin fee / account holder | $523 | $19,811-97.4% | $16,237-96.8% | $12,309-95.8% |