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 | $68,846 | $74,927-8.1% | $101,794-32.4% | $84,808-18.8% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.2%+19.7pp | 68.3%+20.6pp |
| Annual return | 12.36% | 18.70%-6.3pp | 30.53%-18.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $677 | $1,522-55.5% | $2,289-70.4% | $2,631-74.3% |
| Participant deferral / active EE | $3,437 | $3,099+10.9% | $4,084-15.8% | $4,212-18.4% |
| Admin fee / account holder | $8,661 | $6,514+33.0% | $8,777-1.3% | $7,344+17.9% |