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 6-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 | $161,037 | $94,752+70.0% | $112,887+42.7% | $139,434+15.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.47% | 40.88%-29.4pp | 34.10%-22.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $6,822 | $4,625+47.5% | $4,563+49.5% | $4,751+43.6% |
| Participant deferral / active EE | $3,360 | $6,512-48.4% | $6,513-48.4% | $6,710-49.9% |
| Admin fee / account holder | $13,381 | $8,527+56.9% | $7,047+89.9% | $11,403+17.3% |