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 | $169,499 | $51,175+231.2% | $70,515+140.4% | $75,163+125.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | -5.86% | 30.02%-35.9pp | 32.77%-38.6pp | 160.62%-166.5pp |
| Employer contribution / active EE | $3,177 | $1,826+74.0% | $2,973+6.8% | $2,670+19.0% |
| Participant deferral / active EE | $5,958 | $2,849+109.1% | $4,567+30.5% | $4,125+44.4% |
| Admin fee / account holder | $7,699 | $4,091+88.2% | $6,412+20.1% | $5,651+36.2% |