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 | $59,116 | $117,841-49.8% | $102,423-42.3% | $145,922-59.5% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 7.54% | 31.65%-24.1pp | 29.32%-21.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,292 | $3,615-36.6% | $3,023-24.2% | $4,660-50.8% |
| Participant deferral / active EE | $3,382 | $5,731-41.0% | $5,053-33.1% | $6,688-49.4% |
| Admin fee / account holder | $16,943 | $13,326+27.1% | $9,451+79.3% | $13,397+26.5% |