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 | $59,727 | $84,233-29.1% | $170,442-65.0% | $70,131-14.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.31% | 23.06%-16.8pp | 205.93%-199.6pp | 73.14%-66.8pp |
| Employer contribution / active EE | $5,253 | $3,387+55.1% | $5,433-3.3% | $2,342+124.3% |
| Participant deferral / active EE | $3,702 | $3,086+20.0% | $4,939-25.1% | $3,332+11.1% |
| Admin fee / account holder | $839 | $5,698-85.3% | $13,880-94.0% | $4,645-81.9% |