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 | $47,158 | $109,817-57.1% | $98,442-52.1% | $167,490-71.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.14% | 1956.69%-1949.5pp | 1492.73%-1485.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $4,293 | $3,224+33.2% | $2,960+45.0% | $4,837-11.3% |
| Participant deferral / active EE | $9,621 | $4,673+105.9% | $4,276+125.0% | $6,341+51.7% |
| Admin fee / account holder | $90,444 | $6,753+1239.4% | $5,949+1420.3% | $12,309+634.8% |