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 | $51,809 | $65,561-21.0% | $86,188-39.9% | $75,163-31.1% |
| Participation rate | 92.9% | 60.5%+32.4pp | 69.0%+23.9pp | 67.2%+25.7pp |
| Annual return | 12.25% | 46.05%-33.8pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $6,136 | $1,553+295.2% | $2,380+157.8% | $2,670+129.8% |
| Participant deferral / active EE | $13,961 | $3,024+361.7% | $3,985+250.3% | $4,125+238.4% |
| Admin fee / account holder | $23,560 | $5,474+330.4% | $6,852+243.9% | $5,651+316.9% |