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 7-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 | $131,013 | $159,901-18.1% | $146,958-10.8% | $145,922-10.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 9.10% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,033 | $5,286-42.6% | $4,933-38.5% | $4,660-34.9% |
| Participant deferral / active EE | $4,913 | $8,428-41.7% | $8,070-39.1% | $6,688-26.5% |
| Admin fee / account holder | $20,173 | $15,044+34.1% | $12,998+55.2% | $13,397+50.6% |