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 | $50,865 | $115,882-56.1% | $100,516-49.4% | $158,922-68.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.93% | 34.79%-28.9pp | 30.89%-25.0pp | 302.83%-296.9pp |
| Employer contribution / active EE | $7,214 | $4,103+75.8% | $3,418+111.1% | $4,761+51.5% |
| Participant deferral / active EE | $9,400 | $6,674+40.8% | $6,270+49.9% | $5,982+57.1% |
| Admin fee / account holder | $480 | $10,995-95.6% | $8,081-94.1% | $11,246-95.7% |