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 | $48,125 | $105,181-54.2% | $159,436-69.8% | $85,850-43.9% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.4pp | 69.3%+19.9pp |
| Annual return | 8.95% | 45.07%-36.1pp | 263.57%-254.6pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,990 | $3,318-9.9% | $4,829-38.1% | $2,565+16.6% |
| Participant deferral / active EE | $5,158 | $5,945-13.2% | $7,352-29.8% | $3,952+30.5% |
| Admin fee / account holder | $40,390 | $6,933+482.5% | $10,799+274.0% | $6,260+545.2% |