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 | $18,074 | $95,416-81.1% | $185,823-90.3% | $85,850-78.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.06% | 23.59%-14.5pp | 122.05%-113.0pp | 318.53%-309.5pp |
| Employer contribution / active EE | $5,045 | $3,314+52.3% | $5,167-2.4% | $2,565+96.7% |
| Participant deferral / active EE | $3,498 | $3,423+2.2% | $5,568-37.2% | $3,952-11.5% |
| Admin fee / account holder | $322 | $7,213-95.5% | $16,237-98.0% | $6,260-94.9% |