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 5-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 | $26,691 | $108,919-75.5% | $100,391-73.4% | $145,922-81.7% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 4.71% | 57.88%-53.2pp | 49.20%-44.5pp | 561.29%-556.6pp |
| Employer contribution / active EE | $588 | $4,419-86.7% | $3,942-85.1% | $4,660-87.4% |
| Participant deferral / active EE | $9,809 | $8,445+16.1% | $8,082+21.4% | $6,688+46.7% |
| Admin fee / account holder | $4,278 | $9,689-55.8% | $7,899-45.8% | $13,397-68.1% |