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 | $151,701 | $65,365+132.1% | $92,893+63.3% | $72,985+107.9% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 3.69% | 42.10%-38.4pp | 109.41%-105.7pp | 81.00%-77.3pp |
| Employer contribution / active EE | $9,458 | $2,594+264.6% | $3,653+158.9% | $2,440+287.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $12,707 | $4,251+198.9% | $5,794+119.3% | $5,124+148.0% |