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 | $113,388 | $133,922-15.3% | $116,228-2.4% | $142,382-20.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 6.20% | 147.76%-141.6pp | 90.06%-83.9pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,163 | $3,446-37.2% | $2,994-27.8% | $4,299-49.7% |
| Participant deferral / active EE | $17,763 | $5,672+213.2% | $4,953+258.6% | $6,507+173.0% |
| Admin fee / account holder | $96,702 | $14,945+547.1% | $11,989+706.6% | $12,624+666.0% |