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 6-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 | $66,951 | $72,071-7.1% | $68,368-2.1% | $137,256-51.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.51% | 353.14%-345.6pp | 292.57%-285.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $4,054 | $2,788+45.4% | $2,649+53.0% | $4,156-2.5% |
| Participant deferral / active EE | $9,656 | $4,410+119.0% | $4,123+134.2% | $6,407+50.7% |
| Admin fee / account holder | $426 | $5,336-92.0% | $5,150-91.7% | $12,270-96.5% |