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 | $19,670 | $58,208-66.2% | $81,812-76.0% | $80,856-75.7% |
| Participation rate | 73.7% | 63.4%+10.3pp | 72.3%+1.3pp | 67.6%+6.0pp |
| Annual return | 9.33% | 41.66%-32.3pp | 773.79%-764.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $288 | $2,340-87.7% | $2,912-90.1% | $2,755-89.5% |
| Participant deferral / active EE | $840 | $3,281-74.4% | $4,319-80.6% | $4,296-80.4% |
| Admin fee / account holder | $8,313 | $4,981+66.9% | $7,386+12.6% | $6,918+20.2% |