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 8-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 | $79,830 | $209,411-61.9% | $178,490-55.3% | $158,922-49.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.04% | 188.75%-188.8pp | 151.07%-151.1pp | 302.83%-302.9pp |
| Employer contribution / active EE | $11,375 | $5,706+99.3% | $5,011+127.0% | $4,761+138.9% |
| Participant deferral / active EE | $13,222 | $5,954+122.1% | $5,202+154.2% | $5,982+121.0% |
| Admin fee / account holder | $483 | $17,074-97.2% | $13,984-96.5% | $11,246-95.7% |