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 | $51,160 | $91,538-44.1% | $129,995-60.6% | $75,163-31.9% |
| Participation rate | 92.5% | 71.4%+21.0pp | 78.5%+14.0pp | 67.2%+25.3pp |
| Annual return | 9.73% | -631.11%+640.8pp | -137.18%+146.9pp | 160.62%-150.9pp |
| Employer contribution / active EE | $1,485 | $2,845-47.8% | $4,320-65.6% | $2,670-44.4% |
| Participant deferral / active EE | $2,991 | $4,341-31.1% | $5,820-48.6% | $4,125-27.5% |
| Admin fee / account holder | $9,292 | $6,790+36.8% | $10,614-12.5% | $5,651+64.4% |