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 10-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 | $53,859 | $124,425-56.7% | $112,040-51.9% | $137,256-60.8% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 5.50% | 24.72%-19.2pp | 24.52%-19.0pp | 220.34%-214.8pp |
| Employer contribution / active EE | $3,325 | $3,411-2.5% | $2,954+12.6% | $4,156-20.0% |
| Participant deferral / active EE | $5,171 | $5,718-9.6% | $5,098+1.4% | $6,407-19.3% |
| Admin fee / account holder | $87,782 | $15,207+477.3% | $12,098+625.6% | $12,270+615.4% |