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 | $50,014 | $60,124-16.8% | $90,404-44.7% | $79,858-37.4% |
| Participation rate | 75.8% | 65.0%+10.8pp | 72.7%+3.1pp | 69.6%+6.2pp |
| Annual return | 7.23% | 71.94%-64.7pp | 1293.02%-1285.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,045 | $2,068-49.4% | $3,262-68.0% | $2,471-57.7% |
| Participant deferral / active EE | $3,659 | $2,938+24.5% | $3,963-7.7% | $3,740-2.2% |
| Admin fee / account holder | $2,600 | $3,976-34.6% | $5,611-53.7% | $5,306-51.0% |