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 | $49,962 | $78,705-36.5% | $117,854-57.6% | $70,131-28.8% |
| Participation rate | 79.3% | 73.2%+6.1pp | 79.7%-0.4pp | 69.5%+9.8pp |
| Annual return | 10.33% | 23.30%-13.0pp | 335.08%-324.7pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,179 | $2,223-47.0% | $3,786-68.9% | $2,342-49.7% |
| Participant deferral / active EE | $1,748 | $3,297-47.0% | $4,482-61.0% | $3,332-47.5% |
| Admin fee / account holder | $962 | $5,065-81.0% | $8,020-88.0% | $4,645-79.3% |