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 | $175,555 | $59,839+193.4% | $81,983+114.1% | $79,858+119.8% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.2%+23.1pp | 69.6%+22.7pp |
| Annual return | -5.16% | 17.56%-22.7pp | 41.31%-46.5pp | 31.71%-36.9pp |
| Employer contribution / active EE | $1,289 | $1,713-24.8% | $2,498-48.4% | $2,471-47.8% |
| Participant deferral / active EE | $6,162 | $2,695+128.6% | $3,722+65.5% | $3,740+64.7% |
| Admin fee / account holder | $6,047 | $4,287+41.0% | $5,664+6.8% | $5,306+14.0% |