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 | $80,615 | $56,053+43.8% | $75,972+6.1% | $80,856-0.3% |
| Participation rate | 88.6% | 62.0%+26.6pp | 69.1%+19.6pp | 67.6%+21.0pp |
| Annual return | 7.39% | 20.53%-13.1pp | 359.55%-352.2pp | 35.59%-28.2pp |
| Employer contribution / active EE | $5,580 | $1,874+197.7% | $2,685+107.8% | $2,755+102.5% |
| Participant deferral / active EE | $10,769 | $3,052+252.9% | $4,255+153.1% | $4,296+150.7% |
| Admin fee / account holder | $17,287 | $5,234+230.3% | $6,467+167.3% | $6,918+149.9% |