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 7-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 | $81,215 | $109,817-26.0% | $98,442-17.5% | $167,490-51.5% |
| Participation rate | 76.2% | 75.8%+0.4pp | 73.3%+2.9pp | 82.1%-5.9pp |
| Annual return | 6.92% | 1956.69%-1949.8pp | 1492.73%-1485.8pp | 478.56%-471.6pp |
| Employer contribution / active EE | $607 | $3,224-81.2% | $2,960-79.5% | $4,837-87.5% |
| Participant deferral / active EE | $2,362 | $4,673-49.5% | $4,276-44.8% | $6,341-62.8% |
| Admin fee / account holder | $9,931 | $6,753+47.1% | $5,949+66.9% | $12,309-19.3% |