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 | $65,269 | $105,181-37.9% | $159,436-59.1% | $85,850-24.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.70% | 45.07%-33.4pp | 263.57%-251.9pp | 318.53%-306.8pp |
| Employer contribution / active EE | $4,159 | $3,318+25.3% | $4,829-13.9% | $2,565+62.1% |
| Participant deferral / active EE | $5,463 | $5,945-8.1% | $7,352-25.7% | $3,952+38.2% |
| Admin fee / account holder | $1,354 | $6,933-80.5% | $10,799-87.5% | $6,260-78.4% |