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 | $19,520 | $81,625-76.1% | $58,482-66.6% | $139,434-86.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 4.86% | 7404.20%-7399.3pp | 4239.32%-4234.5pp | 372.94%-368.1pp |
| Employer contribution / active EE | $136 | $1,398-90.3% | $1,053-87.1% | $4,751-97.1% |
| Participant deferral / active EE | $764 | $2,557-70.1% | $1,924-60.3% | $6,710-88.6% |
| Admin fee / account holder | $7,010 | $3,265+114.7% | $2,516+178.6% | $11,403-38.5% |