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 | $11,455 | $30,400-62.3% | $53,898-78.7% | $84,808-86.5% |
| Participation rate | 98.7% | 46.4%+52.2pp | 55.0%+43.7pp | 68.3%+30.4pp |
| Annual return | 2.95% | 500.19%-497.2pp | 528.60%-525.7pp | 40.90%-37.9pp |
| Employer contribution / active EE | $2,944 | $603+388.4% | $932+215.9% | $2,631+11.9% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,473 | $1,993+776.6% | $2,491+601.5% | $7,344+137.9% |