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 | $38,382 | $214,378-82.1% | $200,582-80.9% | $142,382-73.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 5.67% | 46.41%-40.7pp | 42.33%-36.7pp | 217.08%-211.4pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $35,457 | $17,692+100.4% | $16,305+117.5% | $12,624+180.9% |