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 | $16,957 | $102,966-83.5% | $90,281-81.2% | $152,861-88.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.39% | 95.16%-91.8pp | 78.10%-74.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,909 | $3,139-39.2% | $2,854-33.1% | $4,762-59.9% |
| Participant deferral / active EE | $2,308 | $4,281-46.1% | $3,885-40.6% | $5,850-60.6% |
| Admin fee / account holder | $7,437 | $6,171+20.5% | $5,351+39.0% | $11,596-35.9% |