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 | $71,717 | $65,365+9.7% | $92,893-22.8% | $72,985-1.7% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 5.81% | 42.10%-36.3pp | 109.41%-103.6pp | 81.00%-75.2pp |
| Employer contribution / active EE | $3,373 | $2,594+30.0% | $3,653-7.7% | $2,440+38.2% |
| Participant deferral / active EE | $7,164 | $3,128+129.0% | $4,236+69.1% | $3,607+98.6% |
| Admin fee / account holder | $7,366 | $4,251+73.3% | $5,794+27.1% | $5,124+43.8% |