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 4-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 | $75,917 | $159,901-52.5% | $146,958-48.3% | $145,922-48.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 9.03% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $5,039 | $5,286-4.7% | $4,933+2.1% | $4,660+8.1% |
| Participant deferral / active EE | $10,661 | $8,428+26.5% | $8,070+32.1% | $6,688+59.4% |
| Admin fee / account holder | $16,293 | $15,044+8.3% | $12,998+25.4% | $13,397+21.6% |