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 | $78,966 | $95,453-17.3% | $112,040-29.5% | $82,448-4.2% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.5%+8.8pp | 68.1%+17.2pp |
| Annual return | 11.55% | 23.92%-12.4pp | 24.52%-13.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $744 | $2,318-67.9% | $2,954-74.8% | $2,551-70.9% |
| Participant deferral / active EE | $3,658 | $4,224-13.4% | $5,098-28.2% | $4,139-11.6% |
| Admin fee / account holder | $10,072 | $9,013+11.7% | $12,098-16.7% | $7,234+39.2% |