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 | $30,184 | $69,515-56.6% | $86,874-65.3% | $85,850-64.8% |
| Participation rate | 98.2% | 66.3%+31.9pp | 71.6%+26.5pp | 69.3%+28.9pp |
| Annual return | 5.92% | 20.12%-14.2pp | 63.52%-57.6pp | 318.53%-312.6pp |
| Employer contribution / active EE | $1,951 | $1,880+3.8% | $2,495-21.8% | $2,565-23.9% |
| Participant deferral / active EE | $1,754 | $2,919-39.9% | $3,699-52.6% | $3,952-55.6% |
| Admin fee / account holder | $891 | $5,972-85.1% | $5,828-84.7% | $6,260-85.8% |