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 | $69,253 | $106,584-35.0% | $101,326-31.7% | $142,382-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.80% | 36.93%-25.1pp | 36.82%-25.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,865 | $3,956+48.3% | $3,665+60.0% | $4,299+36.4% |
| Participant deferral / active EE | $12,730 | $8,297+53.4% | $7,994+59.3% | $6,507+95.6% |
| Admin fee / account holder | $60,568 | $11,446+429.2% | $11,185+441.5% | $12,624+379.8% |