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 | $82,278 | $53,516+53.7% | $126,539-35.0% | $84,808-3.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.31% | 58.34%-46.0pp | 425.95%-413.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,266 | $1,535+243.1% | $3,674+43.3% | $2,631+100.2% |
| Participant deferral / active EE | $8,220 | $2,671+207.8% | $4,083+101.3% | $4,212+95.2% |
| Admin fee / account holder | $8,941 | $4,497+98.8% | $6,065+47.4% | $7,344+21.7% |