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 | $78,920 | $71,057+11.1% | $93,654-15.7% | $80,874-2.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 7.49% | 11.26%-3.8pp | 133.34%-125.9pp | 35.62%-28.1pp |
| Employer contribution / active EE | $6,795 | $1,564+334.5% | $2,421+180.7% | $2,756+146.6% |
| Participant deferral / active EE | $3,359 | $4,034-16.7% | $4,413-23.9% | $4,297-21.8% |
| Admin fee / account holder | $8,806 | $6,944+26.8% | $8,282+6.3% | $6,935+27.0% |