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 | $122,757 | $210,648-41.7% | $177,989-31.0% | $145,922-15.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.65% | 385.86%-378.2pp | 294.48%-286.8pp | 561.29%-553.6pp |
| Employer contribution / active EE | $9,761 | $4,565+113.8% | $3,949+147.2% | $4,660+109.5% |
| Participant deferral / active EE | $6,830 | $6,958-1.8% | $6,276+8.8% | $6,688+2.1% |
| Admin fee / account holder | $837 | $12,013-93.0% | $10,363-91.9% | $13,397-93.8% |