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 | $38,466 | $64,517-40.4% | $81,438-52.8% | $80,874-52.4% |
| Participation rate | 89.5% | 63.9%+25.6pp | 69.5%+20.0pp | 67.6%+21.8pp |
| Annual return | 9.26% | 16.35%-7.1pp | 24.74%-15.5pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,305 | $1,982+16.3% | $2,460-6.3% | $2,756-16.4% |
| Participant deferral / active EE | $3,277 | $3,096+5.9% | $3,883-15.6% | $4,297-23.7% |
| Admin fee / account holder | $14,471 | $5,677+154.9% | $5,764+151.1% | $6,935+108.7% |