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 9-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 | $71,856 | $125,758-42.9% | $169,993-57.7% | $75,163-4.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 8.83% | 27.20%-18.4pp | 53.37%-44.5pp | 160.62%-151.8pp |
| Employer contribution / active EE | $8,602 | $4,615+86.4% | $6,785+26.8% | $2,670+222.2% |
| Participant deferral / active EE | $18,101 | $6,837+164.7% | $10,408+73.9% | $4,125+338.8% |
| Admin fee / account holder | $5,517 | $8,173-32.5% | $12,815-57.0% | $5,651-2.4% |