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 | $26,514 | $69,207-61.7% | $64,056-58.6% | $139,434-81.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.46% | 45.88%-38.4pp | 33.69%-26.2pp | 372.94%-365.5pp |
| Employer contribution / active EE | $829 | $3,182-74.0% | $2,747-69.8% | $4,751-82.6% |
| Participant deferral / active EE | $1,639 | $4,682-65.0% | $3,880-57.8% | $6,710-75.6% |
| Admin fee / account holder | $4,956 | $4,244+16.8% | $3,068+61.5% | $11,403-56.5% |