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 6-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 | $51,836 | $74,888-30.8% | $71,209-27.2% | $142,382-63.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.38% | 345.14%-333.8pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $7,225 | $2,854+153.1% | $2,721+165.5% | $4,299+68.0% |
| Participant deferral / active EE | $10,211 | $4,454+129.2% | $4,175+144.6% | $6,507+56.9% |
| Admin fee / account holder | $1,603 | $5,568-71.2% | $5,349-70.0% | $12,624-87.3% |