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 9-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 | $27,733 | $52,279-47.0% | $89,391-69.0% | $79,858-65.3% |
| Participation rate | 70.0% | 57.5%+12.5pp | 68.0%+2.0pp | 69.6%+0.4pp |
| Annual return | 10.18% | 22.16%-12.0pp | 245.62%-235.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,456 | $1,572-7.3% | $2,586-43.7% | $2,471-41.1% |
| Participant deferral / active EE | $3,528 | $2,740+28.8% | $3,890-9.3% | $3,740-5.7% |
| Admin fee / account holder | $1,595 | $3,356-52.5% | $4,881-67.3% | $5,306-69.9% |