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 7-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 | $55,443 | $109,817-49.5% | $98,442-43.7% | $167,490-66.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.31% | 1956.69%-1955.4pp | 1492.73%-1491.4pp | 478.56%-477.2pp |
| Employer contribution / active EE | $8,910 | $3,224+176.4% | $2,960+201.0% | $4,837+84.2% |
| Participant deferral / active EE | $25,400 | $4,673+443.5% | $4,276+494.0% | $6,341+300.6% |
| Admin fee / account holder | $330,826 | $6,753+4799.2% | $5,949+5460.8% | $12,309+2587.7% |