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 | $65,663 | $72,277-9.2% | $101,248-35.1% | $79,858-17.8% |
| Participation rate | 86.1% | 68.5%+17.7pp | 75.8%+10.3pp | 69.6%+16.5pp |
| Annual return | 0.26% | 22.30%-22.0pp | 46.47%-46.2pp | 31.71%-31.5pp |
| Employer contribution / active EE | $4,096 | $2,692+52.2% | $3,660+11.9% | $2,471+65.8% |
| Participant deferral / active EE | $4,416 | $3,282+34.6% | $4,370+1.0% | $3,740+18.1% |
| Admin fee / account holder | $12,016 | $4,400+173.1% | $5,945+102.1% | $5,306+126.4% |