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 | $64,480-40.3% | $81,382-52.7% | $80,856-52.4% |
| Participation rate | 89.5% | 63.9%+25.6pp | 69.5%+20.0pp | 67.6%+21.8pp |
| Annual return | 9.26% | 16.34%-7.1pp | 24.73%-15.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,305 | $1,978+16.5% | $2,463-6.4% | $2,755-16.3% |
| Participant deferral / active EE | $3,277 | $3,094+5.9% | $3,883-15.6% | $4,296-23.7% |
| Admin fee / account holder | $14,471 | $5,671+155.2% | $5,768+150.9% | $6,918+109.2% |