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 | $54,885 | $88,672-38.1% | $105,223-47.8% | $82,448-33.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 11.20% | 30.86%-19.7pp | 180.65%-169.4pp | 41.64%-30.4pp |
| Employer contribution / active EE | $3,122 | $3,048+2.4% | $3,689-15.4% | $2,551+22.4% |
| Participant deferral / active EE | $5,333 | $4,036+32.1% | $5,072+5.2% | $4,139+28.8% |
| Admin fee / account holder | $39,790 | $7,146+456.8% | $8,859+349.2% | $7,234+450.0% |