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 | $75,064 | $106,515-29.5% | $96,683-22.4% | $139,434-46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.74% | 38.43%-28.7pp | 35.69%-26.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $9,959 | $4,103+142.7% | $3,737+166.5% | $4,751+109.6% |
| Participant deferral / active EE | $6,000 | $5,454+10.0% | $4,878+23.0% | $6,710-10.6% |
| Admin fee / account holder | $513 | $7,877-93.5% | $6,730-92.4% | $11,403-95.5% |