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 | $172,185 | $177,572-3.0% | $154,803+11.2% | $142,382+20.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.49% | 65.07%-64.6pp | 58.88%-58.4pp | 217.08%-216.6pp |
| Employer contribution / active EE | $16,286 | $4,810+238.6% | $4,305+278.3% | $4,299+278.8% |
| Participant deferral / active EE | $17,625 | $6,272+181.0% | $5,540+218.1% | $6,507+170.9% |
| Admin fee / account holder | $7,756 | $16,786-53.8% | $14,329-45.9% | $12,624-38.6% |