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 | $48,589 | $176,812-72.5% | $146,665-66.9% | $167,490-71.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.89% | 24.03%-15.1pp | 22.74%-13.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $8,460 | $5,160+63.9% | $4,136+104.5% | $4,837+74.9% |
| Participant deferral / active EE | $5,318 | $6,440-17.4% | $5,506-3.4% | $6,341-16.1% |
| Admin fee / account holder | $474 | $13,259-96.4% | $10,280-95.4% | $12,309-96.1% |