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 | $14,667 | $30,400-51.8% | $53,898-72.8% | $84,808-82.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 13.39% | 500.19%-486.8pp | 528.60%-515.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $906 | $603+50.3% | $932-2.8% | $2,631-65.6% |
| Participant deferral / active EE | $2,120 | $1,199+76.9% | $1,826+16.1% | $4,212-49.7% |
| Admin fee / account holder | $2,116 | $1,993+6.2% | $2,491-15.0% | $7,344-71.2% |