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 7-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 | $39,345 | $72,071-45.4% | $68,368-42.5% | $137,256-71.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 8.81% | 353.14%-344.3pp | 292.57%-283.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,853 | $2,788-33.5% | $2,649-30.1% | $4,156-55.4% |
| Participant deferral / active EE | $5,824 | $4,410+32.1% | $4,123+41.3% | $6,407-9.1% |
| Admin fee / account holder | $409 | $5,336-92.3% | $5,150-92.1% | $12,270-96.7% |