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 8-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 | $27,897 | $98,750-71.7% | $149,696-81.4% | $79,858-65.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.89% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,213 | $3,216+31.0% | $4,644-9.3% | $2,471+70.5% |
| Participant deferral / active EE | $5,994 | $5,680+5.5% | $6,842-12.4% | $3,740+60.3% |
| Admin fee / account holder | $7,452 | $6,053+23.1% | $9,309-19.9% | $5,306+40.4% |