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 | $23,026 | $29,319-21.5% | $52,425-56.1% | $82,448-72.1% |
| Participation rate | 76.0% | 46.9%+29.1pp | 55.6%+20.4pp | 68.1%+7.9pp |
| Annual return | 13.55% | 535.20%-521.7pp | 302.12%-288.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $171 | $586-70.9% | $914-81.3% | $2,551-93.3% |
| Participant deferral / active EE | $2,348 | $1,171+100.5% | $1,790+31.2% | $4,139-43.3% |
| Admin fee / account holder | $5,783 | $1,962+194.7% | $2,495+131.8% | $7,234-20.1% |