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 7-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 | $213,741 | $106,515+100.7% | $96,683+121.1% | $139,434+53.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.37% | 38.43%-35.1pp | 35.69%-32.3pp | 372.94%-369.6pp |
| Employer contribution / active EE | $1,447 | $4,103-64.7% | $3,737-61.3% | $4,751-69.5% |
| Participant deferral / active EE | $11,265 | $5,454+106.6% | $4,878+130.9% | $6,710+67.9% |
| Admin fee / account holder | $15,623 | $7,877+98.3% | $6,730+132.2% | $11,403+37.0% |