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 8-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 | $22,002 | $115,770-81.0% | $101,248-78.3% | $158,922-86.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.27% | 56.14%-49.9pp | 46.47%-40.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $3,861 | $4,175-7.5% | $3,660+5.5% | $4,761-18.9% |
| Participant deferral / active EE | $3,451 | $4,957-30.4% | $4,370-21.0% | $5,982-42.3% |
| Admin fee / account holder | $32,288 | $7,245+345.7% | $5,945+443.1% | $11,246+187.1% |