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 | $189,463 | $96,484+96.4% | $75,886+149.7% | $152,861+23.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 6.29% | 33.98%-27.7pp | 30.76%-24.5pp | 345.32%-339.0pp |
| Employer contribution / active EE | $2,135 | $3,309-35.5% | $2,500-14.6% | $4,762-55.2% |
| Participant deferral / active EE | $8,607 | $4,553+89.0% | $3,603+138.9% | $5,850+47.1% |
| Admin fee / account holder | $620 | $8,078-92.3% | $5,418-88.6% | $11,596-94.7% |