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 8-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 | $18,718 | $177,572-89.5% | $154,803-87.9% | $142,382-86.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 7.84% | 65.07%-57.2pp | 58.88%-51.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,021 | $4,810-58.0% | $4,305-53.1% | $4,299-53.0% |
| Participant deferral / active EE | $7,945 | $6,272+26.7% | $5,540+43.4% | $6,507+22.1% |
| Admin fee / account holder | $56,298 | $16,786+235.4% | $14,329+292.9% | $12,624+346.0% |