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 5-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 | $22,583 | $100,773-77.6% | $88,946-74.6% | $142,382-84.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 3.75% | 70.18%-66.4pp | 57.82%-54.1pp | 217.08%-213.3pp |
| Employer contribution / active EE | $3,259 | $2,918+11.7% | $2,555+27.6% | $4,299-24.2% |
| Participant deferral / active EE | $23,050 | $5,230+340.7% | $4,581+403.1% | $6,507+254.2% |
| Admin fee / account holder | $131,169 | $9,693+1253.2% | $8,261+1487.8% | $12,624+939.1% |