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 4-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 | $19,337 | $97,125-80.1% | $86,233-77.6% | $137,256-85.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.53% | 74.19%-64.7pp | 61.39%-51.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,385 | $2,841-16.1% | $2,504-4.8% | $4,156-42.6% |
| Participant deferral / active EE | $18,197 | $5,180+251.3% | $4,559+299.1% | $6,407+184.0% |
| Admin fee / account holder | $990 | $9,725-89.8% | $8,342-88.1% | $12,270-91.9% |