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 | $109,293 | $159,901-31.6% | $146,958-25.6% | $145,922-25.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 8.81% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,133 | $5,286-59.7% | $4,933-56.8% | $4,660-54.2% |
| Participant deferral / active EE | $5,229 | $8,428-38.0% | $8,070-35.2% | $6,688-21.8% |
| Admin fee / account holder | $3,637 | $15,044-75.8% | $12,998-72.0% | $13,397-72.8% |