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 | $70,112 | $79,944-12.3% | $98,439-28.8% | $75,163-6.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 5.23% | 19.75%-14.5pp | 21.16%-15.9pp | 160.62%-155.4pp |
| Employer contribution / active EE | $2,392 | $2,264+5.6% | $3,048-21.5% | $2,670-10.4% |
| Participant deferral / active EE | $4,099 | $3,752+9.2% | $4,738-13.5% | $4,125-0.6% |
| Admin fee / account holder | $8,513 | $6,840+24.5% | $8,948-4.9% | $5,651+50.7% |