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 7-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 | $9,756 | $156,846-93.8% | $121,098-91.9% | $139,434-93.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.54% | 1474.56%-1466.0pp | 985.75%-977.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,583 | $5,536-71.4% | $4,164-62.0% | $4,751-66.7% |
| Participant deferral / active EE | $9,448 | $4,844+95.0% | $4,080+131.6% | $6,710+40.8% |
| Admin fee / account holder | $26,089 | $6,946+275.6% | $5,644+362.2% | $11,403+128.8% |