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 | $50,268 | $39,122+28.5% | $57,179-12.1% | $62,891-20.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.32% | 9.23%-9.6pp | 14.59%-14.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $2,103 | $1,874+12.2% | $2,682-21.6% | $2,281-7.8% |
| Participant deferral / active EE | $3,836 | $2,374+61.6% | $3,096+23.9% | $3,203+19.8% |
| Admin fee / account holder | $8,400 | $2,592+224.1% | $3,139+167.6% | $4,296+95.5% |