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 | $50,238 | $102,382-50.9% | $147,005-65.8% | $80,874-37.9% |
| Participation rate | 94.3% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 8.39% | 134.89%-126.5pp | 418.76%-410.4pp | 35.62%-27.2pp |
| Employer contribution / active EE | $5,415 | $3,715+45.8% | $4,934+9.7% | $2,756+96.5% |
| Participant deferral / active EE | $11,067 | $6,646+66.5% | $8,070+37.1% | $4,297+157.6% |
| Admin fee / account holder | $15,224 | $7,942+91.7% | $13,006+17.0% | $6,935+119.5% |