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 | $25,130 | $228,332-89.0% | $185,823-86.5% | $158,922-84.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -2.63% | 40.80%-43.4pp | 35.95%-38.6pp | 302.83%-305.5pp |
| Employer contribution / active EE | $2,130 | $4,967-57.1% | $4,087-47.9% | $4,761-55.3% |
| Participant deferral / active EE | $3,037 | $6,415-52.7% | $5,632-46.1% | $5,982-49.2% |
| Admin fee / account holder | $27,257 | $11,864+129.7% | $9,500+186.9% | $11,246+142.4% |