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 | $108,909 | $177,572-38.7% | $154,803-29.6% | $142,382-23.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.13% | 65.07%-60.9pp | 58.88%-54.8pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,924 | $4,810-60.0% | $4,305-55.3% | $4,299-55.2% |
| Participant deferral / active EE | $11,250 | $6,272+79.4% | $5,540+103.1% | $6,507+72.9% |
| Admin fee / account holder | $5,812 | $16,786-65.4% | $14,329-59.4% | $12,624-54.0% |