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 6-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 | $47,929 | $100,923-52.5% | $150,045-68.1% | $74,304-35.5% |
| Participation rate | 98.4% | 70.1%+28.4pp | 82.3%+16.1pp | 60.3%+38.1pp |
| Annual return | 14.56% | 51.77%-37.2pp | 62.55%-48.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $5,054 | $3,463+45.9% | $4,693+7.7% | $2,241+125.5% |
| Participant deferral / active EE | $8,477 | $6,709+26.3% | $7,997+6.0% | $3,767+125.0% |
| Admin fee / account holder | $1,975 | $2,767-28.6% | $13,435-85.3% | $2,969-33.5% |