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 | $15,220 | $85,006-82.1% | $76,190-80.0% | $145,922-89.6% |
| Participation rate | 88.9% | 82.9%+6.0pp | 79.3%+9.6pp | 80.3%+8.6pp |
| Annual return | 8.54% | 13.11%-4.6pp | 13.78%-5.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,538 | $5,265-51.8% | $4,578-44.6% | $4,660-45.5% |
| Participant deferral / active EE | $3,781 | $6,392-40.8% | $5,474-30.9% | $6,688-43.5% |
| Admin fee / account holder | $14,906 | $5,760+158.8% | $5,123+191.0% | $13,397+11.3% |